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 | $4,356 | $51,175-91.5% | $70,515-93.8% | $75,163-94.2% |
| Participation rate | 87.9% | 60.9%+26.9pp | 68.3%+19.5pp | 67.2%+20.7pp |
| Annual return | 14.92% | 30.02%-15.1pp | 32.77%-17.9pp | 160.62%-145.7pp |
| Employer contribution / active EE | $492 | $1,826-73.1% | $2,973-83.5% | $2,670-81.6% |
| Participant deferral / active EE | $2,076 | $2,849-27.1% | $4,567-54.5% | $4,125-49.7% |
| Admin fee / account holder | $1,190 | $4,091-70.9% | $6,412-81.4% | $5,651-78.9% |