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 | $4,484 | $58,627-92.4% | $76,735-94.2% | $82,448-94.6% |
| Participation rate | 93.9% | 63.2%+30.7pp | 69.5%+24.4pp | 68.1%+25.9pp |
| Annual return | 29.67% | 39.10%-9.4pp | 29.77%-0.1pp | 41.64%-12.0pp |
| Employer contribution / active EE | $799 | $1,729-53.8% | $2,454-67.5% | $2,551-68.7% |
| Participant deferral / active EE | $2,497 | $3,134-20.3% | $4,088-38.9% | $4,139-39.7% |
| Admin fee / account holder | $1,037 | $5,323-80.5% | $7,189-85.6% | $7,234-85.7% |