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 4-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 | $5,737 | $106,515-94.6% | $96,683-94.1% | $139,434-95.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 22.21% | 38.43%-16.2pp | 35.69%-13.5pp | 372.94%-350.7pp |
| Employer contribution / active EE | $1,179 | $4,103-71.3% | $3,737-68.4% | $4,751-75.2% |
| Participant deferral / active EE | $1,837 | $5,454-66.3% | $4,878-62.3% | $6,710-72.6% |
| Admin fee / account holder | $805 | $7,877-89.8% | $6,730-88.0% | $11,403-92.9% |