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 | $1,330 | $51,175-97.4% | $70,515-98.1% | $75,163-98.2% |
| Participation rate | 93.8% | 60.9%+32.8pp | 68.3%+25.4pp | 67.2%+26.6pp |
| Annual return | 24.01% | 30.02%-6.0pp | 32.77%-8.8pp | 160.62%-136.6pp |
| Employer contribution / active EE | $462 | $1,826-74.7% | $2,973-84.4% | $2,670-82.7% |
| Participant deferral / active EE | $1,466 | $2,849-48.5% | $4,567-67.9% | $4,125-64.5% |
| Admin fee / account holder | $586 | $4,091-85.7% | $6,412-90.9% | $5,651-89.6% |