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 | $5,982 | $48,795-87.7% | $65,493-90.9% | $84,808-92.9% |
| Participation rate | 80.6% | 67.0%+13.6pp | 73.1%+7.5pp | 68.3%+12.2pp |
| Annual return | 32.48% | 20.20%+12.3pp | 982.45%-950.0pp | 40.90%-8.4pp |
| Employer contribution / active EE | $739 | $1,930-61.7% | $2,574-71.3% | $2,631-71.9% |
| Participant deferral / active EE | $1,982 | $2,928-32.3% | $3,961-50.0% | $4,212-52.9% |
| Admin fee / account holder | $939 | $3,877-75.8% | $5,028-81.3% | $7,344-87.2% |