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 | $4,525 | $80,717-94.4% | $154,803-97.1% | $84,808-94.7% |
| Participation rate | 73.2% | 66.8%+6.4pp | 78.1%-4.9pp | 68.3%+4.9pp |
| Annual return | 203.47% | 37.96%+165.5pp | 58.88%+144.6pp | 40.90%+162.6pp |
| Employer contribution / active EE | $455 | $2,761-83.5% | $4,305-89.4% | $2,631-82.7% |
| Participant deferral / active EE | $1,380 | $3,303-58.2% | $5,540-75.1% | $4,212-67.2% |
| Admin fee / account holder | $754 | $6,746-88.8% | $14,329-94.7% | $7,344-89.7% |