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 | $3,372 | $58,627-94.2% | $76,735-95.6% | $82,448-95.9% |
| Participation rate | 91.5% | 63.2%+28.3pp | 69.5%+22.0pp | 68.1%+23.4pp |
| Annual return | 19.78% | 39.10%-19.3pp | 29.77%-10.0pp | 41.64%-21.9pp |
| Employer contribution / active EE | $627 | $1,729-63.7% | $2,454-74.4% | $2,551-75.4% |
| Participant deferral / active EE | $1,207 | $3,134-61.5% | $4,088-70.5% | $4,139-70.8% |
| Admin fee / account holder | $993 | $5,323-81.3% | $7,189-86.2% | $7,234-86.3% |