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 | $4,939 | $63,703-92.2% | $93,063-94.7% | $82,448-94.0% |
| Participation rate | 78.3% | 63.8%+14.4pp | 72.1%+6.1pp | 68.1%+10.2pp |
| Annual return | 23.11% | -775.43%+798.5pp | 34.15%-11.0pp | 41.64%-18.5pp |
| Employer contribution / active EE | $600 | $1,729-65.3% | $2,476-75.8% | $2,551-76.5% |
| Participant deferral / active EE | $1,556 | $2,919-46.7% | $3,958-60.7% | $4,139-62.4% |
| Admin fee / account holder | $724 | $5,982-87.9% | $6,033-88.0% | $7,234-90.0% |