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 | $4,897 | $77,899-93.7% | $149,673-96.7% | $75,163-93.5% |
| Participation rate | 71.9% | 65.6%+6.3pp | 78.8%-6.9pp | 67.2%+4.7pp |
| Annual return | 31.86% | 31.72%+0.1pp | 134.42%-102.6pp | 160.62%-128.8pp |
| Employer contribution / active EE | $940 | $3,137-70.0% | $4,818-80.5% | $2,670-64.8% |
| Participant deferral / active EE | $1,588 | $3,411-53.5% | $5,680-72.0% | $4,125-61.5% |
| Admin fee / account holder | $540 | $5,956-90.9% | $13,210-95.9% | $5,651-90.4% |