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 | $73,787-94.1% | $98,716-95.6% | $82,448-94.8% |
| Participation rate | 83.8% | 61.4%+22.4pp | 69.3%+14.5pp | 68.1%+15.7pp |
| Annual return | 28.96% | 18.57%+10.4pp | 31.81%-2.9pp | 41.64%-12.7pp |
| Employer contribution / active EE | $455 | $1,511-69.9% | $2,279-80.0% | $2,551-82.1% |
| Participant deferral / active EE | $1,577 | $3,081-48.8% | $4,048-61.0% | $4,139-61.9% |
| Admin fee / account holder | $359 | $6,500-94.5% | $8,703-95.9% | $7,234-95.0% |