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 | $5,687 | $56,053-89.9% | $75,972-92.5% | $80,856-93.0% |
| Participation rate | 79.3% | 62.0%+17.3pp | 69.1%+10.3pp | 67.6%+11.7pp |
| Annual return | 16.07% | 20.53%-4.5pp | 359.55%-343.5pp | 35.59%-19.5pp |
| Employer contribution / active EE | $739 | $1,874-60.6% | $2,685-72.5% | $2,755-73.2% |
| Participant deferral / active EE | $2,112 | $3,052-30.8% | $4,255-50.4% | $4,296-50.8% |
| Admin fee / account holder | $1,064 | $5,234-79.7% | $6,467-83.5% | $6,918-84.6% |