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 | $4,001 | $56,053-92.9% | $75,972-94.7% | $80,856-95.1% |
| Participation rate | 76.4% | 62.0%+14.3pp | 69.1%+7.3pp | 67.6%+8.7pp |
| Annual return | 21.18% | 20.53%+0.6pp | 359.55%-338.4pp | 35.59%-14.4pp |
| Employer contribution / active EE | $793 | $1,874-57.7% | $2,685-70.5% | $2,755-71.2% |
| Participant deferral / active EE | $1,438 | $3,052-52.9% | $4,255-66.2% | $4,296-66.5% |
| Admin fee / account holder | $727 | $5,234-86.1% | $6,467-88.8% | $6,918-89.5% |