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 8-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 | $5,088 | $56,114-90.9% | $96,139-94.7% | $85,850-94.1% |
| Participation rate | 90.6% | 56.7%+33.8pp | 68.4%+22.1pp | 69.3%+21.3pp |
| Annual return | 13.48% | 42.30%-28.8pp | 191.94%-178.5pp | 318.53%-305.1pp |
| Employer contribution / active EE | $0 | $1,620-100.0% | $2,797-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,723 | $2,859-39.7% | $4,349-60.4% | $3,952-56.4% |
| Admin fee / account holder | $509 | $3,768-86.5% | $5,537-90.8% | $6,260-91.9% |