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 | $3,396 | $56,053-93.9% | $75,972-95.5% | $80,856-95.8% |
| Participation rate | 79.5% | 62.0%+17.5pp | 69.1%+10.4pp | 67.6%+11.8pp |
| Annual return | 12.33% | 20.53%-8.2pp | 359.55%-347.2pp | 35.59%-23.3pp |
| Employer contribution / active EE | $733 | $1,874-60.9% | $2,685-72.7% | $2,755-73.4% |
| Participant deferral / active EE | $1,889 | $3,052-38.1% | $4,255-55.6% | $4,296-56.0% |
| Admin fee / account holder | $1,290 | $5,234-75.4% | $6,467-80.1% | $6,918-81.4% |