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 7-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 | $6,413 | $102,966-93.8% | $90,281-92.9% | $152,861-95.8% |
| Participation rate | 78.3% | 75.9%+2.4pp | 73.3%+5.0pp | 82.4%-4.2pp |
| Annual return | 0.00% | 95.16%-95.2pp | 78.10%-78.1pp | 345.32%-345.3pp |
| Employer contribution / active EE | $850 | $3,139-72.9% | $2,854-70.2% | $4,762-82.2% |
| Participant deferral / active EE | $1,216 | $4,281-71.6% | $3,885-68.7% | $5,850-79.2% |
| Admin fee / account holder | $5,533 | $6,171-10.3% | $5,351+3.4% | $11,596-52.3% |