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 | $3,699 | $95,266-96.1% | $82,389-95.5% | $142,382-97.4% |
| Participation rate | 84.6% | 74.5%+10.1pp | 69.5%+15.1pp | 80.1%+4.5pp |
| Annual return | 23.14% | 25.74%-2.6pp | 28.67%-5.5pp | 217.08%-193.9pp |
| Employer contribution / active EE | $1,056 | $2,991-64.7% | $2,517-58.0% | $4,299-75.4% |
| Participant deferral / active EE | $1,104 | $4,809-77.0% | $4,155-73.4% | $6,507-83.0% |
| Admin fee / account holder | $330 | $8,563-96.1% | $7,231-95.4% | $12,624-97.4% |