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 | $3,002 | $56,053-94.6% | $75,972-96.0% | $80,856-96.3% |
| Participation rate | 70.2% | 62.0%+8.1pp | 69.1%+1.1pp | 67.6%+2.5pp |
| Annual return | 19.32% | 20.53%-1.2pp | 359.55%-340.2pp | 35.59%-16.3pp |
| Employer contribution / active EE | $547 | $1,874-70.8% | $2,685-79.6% | $2,755-80.2% |
| Participant deferral / active EE | $1,397 | $3,052-54.2% | $4,255-67.2% | $4,296-67.5% |
| Admin fee / account holder | $678 | $5,234-87.0% | $6,467-89.5% | $6,918-90.2% |