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 | $7,211 | $127,065-94.3% | $113,168-93.6% | $142,382-94.9% |
| Participation rate | 93.8% | 79.2%+14.5pp | 76.6%+17.2pp | 80.1%+13.6pp |
| Annual return | 24.90% | 24.03%+0.9pp | 24.27%+0.6pp | 217.08%-192.2pp |
| Employer contribution / active EE | $1,386 | $3,442-59.7% | $2,975-53.4% | $4,299-67.8% |
| Participant deferral / active EE | $2,055 | $5,716-64.1% | $5,107-59.8% | $6,507-68.4% |
| Admin fee / account holder | $549 | $15,736-96.5% | $12,068-95.5% | $12,624-95.7% |