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 | $3,684 | $56,053-93.4% | $75,972-95.2% | $80,856-95.4% |
| Participation rate | 85.3% | 62.0%+23.3pp | 69.1%+16.3pp | 67.6%+17.7pp |
| Annual return | 18.09% | 20.53%-2.4pp | 359.55%-341.5pp | 35.59%-17.5pp |
| Employer contribution / active EE | $696 | $1,874-62.9% | $2,685-74.1% | $2,755-74.8% |
| Participant deferral / active EE | $1,376 | $3,052-54.9% | $4,255-67.7% | $4,296-68.0% |
| Admin fee / account holder | $706 | $5,234-86.5% | $6,467-89.1% | $6,918-89.8% |