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 | $15,352 | $117,841-87.0% | $102,423-85.0% | $145,922-89.5% |
| Participation rate | 88.9% | 78.6%+10.3pp | 76.5%+12.4pp | 80.3%+8.6pp |
| Annual return | 0.00% | 31.65%-31.6pp | 29.32%-29.3pp | 561.29%-561.3pp |
| Employer contribution / active EE | $1,820 | $3,615-49.7% | $3,023-39.8% | $4,660-61.0% |
| Participant deferral / active EE | $4,100 | $5,731-28.5% | $5,053-18.9% | $6,688-38.7% |
| Admin fee / account holder | $3,460 | $13,326-74.0% | $9,451-63.4% | $13,397-74.2% |