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 | $4,288 | $77,899-94.5% | $149,673-97.1% | $75,163-94.3% |
| Participation rate | 83.3% | 65.6%+17.8pp | 78.8%+4.6pp | 67.2%+16.1pp |
| Annual return | 27.78% | 31.72%-3.9pp | 134.42%-106.6pp | 160.62%-132.8pp |
| Employer contribution / active EE | $1,039 | $3,137-66.9% | $4,818-78.4% | $2,670-61.1% |
| Participant deferral / active EE | $1,354 | $3,411-60.3% | $5,680-76.2% | $4,125-67.2% |
| Admin fee / account holder | $611 | $5,956-89.7% | $13,210-95.4% | $5,651-89.2% |