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 | $3,818 | $76,407-95.0% | $150,298-97.5% | $82,448-95.4% |
| Participation rate | 96.7% | 66.4%+30.3pp | 77.8%+18.9pp | 68.1%+28.6pp |
| Annual return | 18.56% | 39.99%-21.4pp | 62.79%-44.2pp | 41.64%-23.1pp |
| Employer contribution / active EE | $944 | $2,614-63.9% | $4,154-77.3% | $2,551-63.0% |
| Participant deferral / active EE | $1,656 | $3,214-48.5% | $5,453-69.6% | $4,139-60.0% |
| Admin fee / account holder | $1,014 | $6,352-84.0% | $14,116-92.8% | $7,234-86.0% |