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 4-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 | $4,778 | $56,053-91.5% | $75,972-93.7% | $80,856-94.1% |
| Participation rate | 91.7% | 62.0%+29.6pp | 69.1%+22.6pp | 67.6%+24.0pp |
| Annual return | 16.33% | 20.53%-4.2pp | 359.55%-343.2pp | 35.59%-19.3pp |
| Employer contribution / active EE | $671 | $1,874-64.2% | $2,685-75.0% | $2,755-75.6% |
| Participant deferral / active EE | $2,502 | $3,052-18.0% | $4,255-41.2% | $4,296-41.8% |
| Admin fee / account holder | $633 | $5,234-87.9% | $6,467-90.2% | $6,918-90.9% |