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 | $5,022 | $100,773-95.0% | $88,946-94.4% | $142,382-96.5% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 25.02% | 70.18%-45.2pp | 57.82%-32.8pp | 217.08%-192.1pp |
| Employer contribution / active EE | $979 | $2,918-66.4% | $2,555-61.7% | $4,299-77.2% |
| Participant deferral / active EE | $1,411 | $5,230-73.0% | $4,581-69.2% | $6,507-78.3% |
| Admin fee / account holder | $355 | $9,693-96.3% | $8,261-95.7% | $12,624-97.2% |