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 5-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 | $4,102 | $93,024-95.6% | $77,024-94.7% | $134,475-96.9% |
| Participation rate | 72.7% | 74.5%-1.8pp | 67.9%+4.8pp | 81.2%-8.5pp |
| Annual return | -21.08% | 62.60%-83.7pp | 42.32%-63.4pp | 417.96%-439.0pp |
| Employer contribution / active EE | $694 | $3,418-79.7% | $2,812-75.3% | $4,740-85.4% |
| Participant deferral / active EE | $1,188 | $5,238-77.3% | $4,426-73.2% | $6,400-81.4% |
| Admin fee / account holder | $1,198 | $6,944-82.8% | $5,425-77.9% | $11,426-89.5% |