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 6-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 | $4,982 | $37,426-86.7% | $77,482-93.6% | $79,858-93.8% |
| Participation rate | 86.5% | 41.5%+45.0pp | 54.2%+32.3pp | 69.6%+16.9pp |
| Annual return | 0.00% | 39.70%-39.7pp | 54.79%-54.8pp | 31.71%-31.7pp |
| Employer contribution / active EE | $1,360 | $637+113.6% | $986+37.9% | $2,471-45.0% |
| Participant deferral / active EE | $2,238 | $1,260+77.6% | $1,861+20.2% | $3,740-40.2% |
| Admin fee / account holder | $381 | $2,504-84.8% | $2,858-86.7% | $5,306-92.8% |