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 | $1,649 | $49,922-96.7% | $80,569-98.0% | $75,163-97.8% |
| Participation rate | 77.4% | 55.3%+22.1pp | 67.0%+10.4pp | 67.2%+10.2pp |
| Annual return | 22.82% | 34.69%-11.9pp | 935.43%-912.6pp | 160.62%-137.8pp |
| Employer contribution / active EE | $857 | $1,698-49.5% | $2,723-68.5% | $2,670-67.9% |
| Participant deferral / active EE | $1,022 | $2,990-65.8% | $4,447-77.0% | $4,125-75.2% |
| Admin fee / account holder | $306 | $3,577-91.5% | $5,377-94.3% | $5,651-94.6% |