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 8-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 | $4,640 | $83,908-94.5% | $68,509-93.2% | $125,391-96.3% |
| Participation rate | 100.0% | 78.2%+21.8pp | 74.7%+25.3pp | 83.2%+16.8pp |
| Annual return | 0.00% | 14.48%-14.5pp | 8.27%-8.3pp | 282.22%-282.2pp |
| Employer contribution / active EE | $4,699 | $3,031+55.0% | $2,278+106.3% | $4,866-3.4% |
| Participant deferral / active EE | $5,681 | $4,125+37.7% | $3,382+68.0% | $5,352+6.2% |
| Admin fee / account holder | $418 | $8,982-95.3% | $5,275-92.1% | $9,540-95.6% |