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 6-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 | $4,325 | $62,573-93.1% | $85,682-95.0% | $85,850-95.0% |
| Participation rate | 83.7% | 61.1%+22.6pp | 69.9%+13.9pp | 69.3%+14.4pp |
| Annual return | 22.63% | 23.77%-1.1pp | 21.49%+1.1pp | 318.53%-295.9pp |
| Employer contribution / active EE | $936 | $1,757-46.7% | $2,618-64.2% | $2,565-63.5% |
| Participant deferral / active EE | $2,433 | $2,802-13.2% | $3,923-38.0% | $3,952-38.4% |
| Admin fee / account holder | $385 | $4,640-91.7% | $6,873-94.4% | $6,260-93.8% |