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 | $4,320 | $74,927-94.2% | $101,794-95.8% | $84,808-94.9% |
| Participation rate | 83.8% | 61.4%+22.4pp | 69.2%+14.6pp | 68.3%+15.5pp |
| Annual return | 28.96% | 18.70%+10.3pp | 30.53%-1.6pp | 40.90%-11.9pp |
| Employer contribution / active EE | $455 | $1,522-70.1% | $2,289-80.1% | $2,631-82.7% |
| Participant deferral / active EE | $1,577 | $3,099-49.1% | $4,084-61.4% | $4,212-62.6% |
| Admin fee / account holder | $359 | $6,514-94.5% | $8,777-95.9% | $7,344-95.1% |