See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 3-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,054 | $73,787-93.2% | $98,716-94.9% | $82,448-93.9% |
| Participation rate | 87.8% | 61.4%+26.4pp | 69.3%+18.5pp | 68.1%+19.8pp |
| Annual return | 24.90% | 18.57%+6.3pp | 31.81%-6.9pp | 41.64%-16.7pp |
| Employer contribution / active EE | $862 | $1,511-42.9% | $2,279-62.2% | $2,551-66.2% |
| Participant deferral / active EE | $2,302 | $3,081-25.3% | $4,048-43.1% | $4,139-44.4% |
| Admin fee / account holder | $366 | $6,500-94.4% | $8,703-95.8% | $7,234-94.9% |