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 4-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 | $7,737 | $167,307-95.4% | $143,757-94.6% | $134,475-94.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 6.24% | 0.46%+5.8pp | -0.04%+6.3pp | 417.96%-411.7pp |
| Employer contribution / active EE | $1,948 | $5,619-65.3% | $4,951-60.6% | $4,740-58.9% |
| Participant deferral / active EE | $4,274 | $6,446-33.7% | $5,637-24.2% | $6,400-33.2% |
| Admin fee / account holder | $323 | $18,088-98.2% | $14,673-97.8% | $11,426-97.2% |