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 5-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 | $6,705 | $61,774-89.1% | $97,226-93.1% | $80,856-91.7% |
| Participation rate | 71.4% | 63.5%+7.9pp | 72.7%-1.3pp | 67.6%+3.8pp |
| Annual return | 14.98% | -557.90%+572.9pp | 75.13%-60.2pp | 35.59%-20.6pp |
| Employer contribution / active EE | $764 | $1,837-58.4% | $2,729-72.0% | $2,755-72.3% |
| Participant deferral / active EE | $982 | $3,029-67.6% | $4,264-77.0% | $4,296-77.1% |
| Admin fee / account holder | $727 | $5,166-85.9% | $5,654-87.1% | $6,918-89.5% |