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 | $2,151 | $45,343-95.3% | $150,298-98.6% | $67,986-96.8% |
| Participation rate | 72.8% | 51.9%+21.0pp | 77.8%-4.9pp | 57.2%+15.6pp |
| Annual return | 28.83% | 33.28%-4.4pp | 62.79%-34.0pp | 31.67%-2.8pp |
| Employer contribution / active EE | $407 | $1,462-72.1% | $4,154-90.2% | $2,019-79.8% |
| Participant deferral / active EE | $892 | $2,055-56.6% | $5,453-83.6% | $3,358-73.4% |
| Admin fee / account holder | $492 | $2,250-78.2% | $14,116-96.5% | $3,203-84.7% |