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 | $3,729 | $51,175-92.7% | $70,515-94.7% | $75,163-95.0% |
| Participation rate | 92.9% | 60.9%+31.9pp | 68.3%+24.5pp | 67.2%+25.7pp |
| Annual return | 23.48% | 30.02%-6.5pp | 32.77%-9.3pp | 160.62%-137.1pp |
| Employer contribution / active EE | $825 | $1,826-54.8% | $2,973-72.2% | $2,670-69.1% |
| Participant deferral / active EE | $2,382 | $2,849-16.4% | $4,567-47.8% | $4,125-42.2% |
| Admin fee / account holder | $1,023 | $4,091-75.0% | $6,412-84.0% | $5,651-81.9% |