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 | $2,289 | $51,175-95.5% | $70,515-96.8% | $75,163-97.0% |
| Participation rate | 82.1% | 60.9%+21.2pp | 68.3%+13.8pp | 67.2%+15.0pp |
| Annual return | 0.00% | 30.02%-30.0pp | 32.77%-32.8pp | 160.62%-160.6pp |
| Employer contribution / active EE | $686 | $1,826-62.4% | $2,973-76.9% | $2,670-74.3% |
| Participant deferral / active EE | $2,310 | $2,849-18.9% | $4,567-49.4% | $4,125-44.0% |
| Admin fee / account holder | $620 | $4,091-84.8% | $6,412-90.3% | $5,651-89.0% |