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 | $4,839 | $56,053-91.4% | $75,972-93.6% | $80,856-94.0% |
| Participation rate | 81.4% | 62.0%+19.3pp | 69.1%+12.3pp | 67.6%+13.7pp |
| Annual return | 19.29% | 20.53%-1.2pp | 359.55%-340.3pp | 35.59%-16.3pp |
| Employer contribution / active EE | $955 | $1,874-49.0% | $2,685-64.4% | $2,755-65.3% |
| Participant deferral / active EE | $2,421 | $3,052-20.7% | $4,255-43.1% | $4,296-43.6% |
| Admin fee / account holder | $1,132 | $5,234-78.4% | $6,467-82.5% | $6,918-83.6% |