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 | $3,688 | $97,125-96.2% | $86,233-95.7% | $137,256-97.3% |
| Participation rate | 83.3% | 74.2%+9.1pp | 69.0%+14.3pp | 80.0%+3.4pp |
| Annual return | 25.50% | 74.19%-48.7pp | 61.39%-35.9pp | 220.34%-194.8pp |
| Employer contribution / active EE | $587 | $2,841-79.4% | $2,504-76.6% | $4,156-85.9% |
| Participant deferral / active EE | $1,456 | $5,180-71.9% | $4,559-68.1% | $6,407-77.3% |
| Admin fee / account holder | $475 | $9,725-95.1% | $8,342-94.3% | $12,270-96.1% |