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 | $4,330 | $66,098-93.4% | $101,794-95.7% | $74,304-94.2% |
| Participation rate | 88.4% | 53.8%+34.6pp | 69.2%+19.2pp | 60.3%+28.0pp |
| Annual return | 14.93% | 19.59%-4.7pp | 30.53%-15.6pp | 29.43%-14.5pp |
| Employer contribution / active EE | $409 | $1,082-62.2% | $2,289-82.1% | $2,241-81.8% |
| Participant deferral / active EE | $2,495 | $2,781-10.3% | $4,084-38.9% | $3,767-33.8% |
| Admin fee / account holder | $1,099 | $4,146-73.5% | $8,777-87.5% | $2,969-63.0% |