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 | $5,412 | $64,839-91.7% | $95,585-94.3% | $84,808-93.6% |
| Participation rate | 85.9% | 63.8%+22.1pp | 72.1%+13.8pp | 68.3%+17.6pp |
| Annual return | 18.59% | -670.96%+689.6pp | 38.56%-20.0pp | 40.90%-22.3pp |
| Employer contribution / active EE | $747 | $1,759-57.5% | $2,527-70.4% | $2,631-71.6% |
| Participant deferral / active EE | $1,531 | $2,965-48.4% | $4,023-62.0% | $4,212-63.7% |
| Admin fee / account holder | $1,426 | $5,964-76.1% | $6,127-76.7% | $7,344-80.6% |