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 6-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 | $4,592 | $51,175-91.0% | $70,515-93.5% | $75,163-93.9% |
| Participation rate | 91.7% | 60.9%+30.7pp | 68.3%+23.3pp | 67.2%+24.5pp |
| Annual return | 21.79% | 30.02%-8.2pp | 32.77%-11.0pp | 160.62%-138.8pp |
| Employer contribution / active EE | $840 | $1,826-54.0% | $2,973-71.8% | $2,670-68.6% |
| Participant deferral / active EE | $1,552 | $2,849-45.5% | $4,567-66.0% | $4,125-62.4% |
| Admin fee / account holder | $339 | $4,091-91.7% | $6,412-94.7% | $5,651-94.0% |