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 | $3,187 | $77,634-95.9% | $156,549-98.0% | $62,891-94.9% |
| Participation rate | 81.2% | 71.2%+10.0pp | 84.0%-2.8pp | 69.3%+11.9pp |
| Annual return | 0.00% | 50.32%-50.3pp | 32.23%-32.2pp | 20.14%-20.1pp |
| Employer contribution / active EE | $704 | $3,444-79.5% | $5,501-87.2% | $2,281-69.1% |
| Participant deferral / active EE | $880 | $3,045-71.1% | $4,871-81.9% | $3,203-72.5% |
| Admin fee / account holder | $398 | $5,561-92.8% | $13,027-96.9% | $4,296-90.7% |