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 4-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 | $6,556 | $47,479-86.2% | $62,929-89.6% | $82,448-92.0% |
| Participation rate | 78.6% | 66.9%+11.7pp | 73.1%+5.5pp | 68.1%+10.5pp |
| Annual return | 18.82% | 20.34%-1.5pp | 1063.93%-1045.1pp | 41.64%-22.8pp |
| Employer contribution / active EE | $693 | $1,885-63.2% | $2,505-72.3% | $2,551-72.8% |
| Participant deferral / active EE | $1,047 | $2,870-63.5% | $3,888-73.1% | $4,139-74.7% |
| Admin fee / account holder | $480 | $3,804-87.4% | $5,065-90.5% | $7,234-93.4% |