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 | $3,114 | $76,407-95.9% | $150,298-97.9% | $82,448-96.2% |
| Participation rate | 71.6% | 66.4%+5.2pp | 77.8%-6.1pp | 68.1%+3.6pp |
| Annual return | 22.07% | 39.99%-17.9pp | 62.79%-40.7pp | 41.64%-19.6pp |
| Employer contribution / active EE | $658 | $2,614-74.8% | $4,154-84.2% | $2,551-74.2% |
| Participant deferral / active EE | $984 | $3,214-69.4% | $5,453-81.9% | $4,139-76.2% |
| Admin fee / account holder | $718 | $6,352-88.7% | $14,116-94.9% | $7,234-90.1% |