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 | $3,816 | $56,053-93.2% | $75,972-95.0% | $80,856-95.3% |
| Participation rate | 75.4% | 62.0%+13.3pp | 69.1%+6.3pp | 67.6%+7.7pp |
| Annual return | 29.08% | 20.53%+8.5pp | 359.55%-330.5pp | 35.59%-6.5pp |
| Employer contribution / active EE | $529 | $1,874-71.8% | $2,685-80.3% | $2,755-80.8% |
| Participant deferral / active EE | $1,609 | $3,052-47.3% | $4,255-62.2% | $4,296-62.6% |
| Admin fee / account holder | $482 | $5,234-90.8% | $6,467-92.5% | $6,918-93.0% |