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 10-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 | $5,320 | $32,117-83.4% | $71,086-92.5% | $64,186-91.7% |
| Participation rate | 89.7% | 42.7%+47.0pp | 54.7%+35.0pp | 69.6%+20.1pp |
| Annual return | -9.33% | -5.57%-3.8pp | 650.59%-659.9pp | 7.63%-17.0pp |
| Employer contribution / active EE | $442 | $712-37.9% | $1,088-59.4% | $2,381-81.4% |
| Participant deferral / active EE | $1,217 | $1,263-3.6% | $1,874-35.1% | $3,470-64.9% |
| Admin fee / account holder | $572 | $2,759-79.3% | $3,082-81.5% | $4,888-88.3% |