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 | $5,289 | $97,125-94.6% | $86,233-93.9% | $137,256-96.1% |
| Participation rate | 70.0% | 74.2%-4.2pp | 69.0%+1.0pp | 80.0%-10.0pp |
| Annual return | 10.92% | 74.19%-63.3pp | 61.39%-50.5pp | 220.34%-209.4pp |
| Employer contribution / active EE | $736 | $2,841-74.1% | $2,504-70.6% | $4,156-82.3% |
| Participant deferral / active EE | $1,303 | $5,180-74.8% | $4,559-71.4% | $6,407-79.7% |
| Admin fee / account holder | $965 | $9,725-90.1% | $8,342-88.4% | $12,270-92.1% |