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 4-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 | $2,863 | $102,604-97.2% | $86,188-96.7% | $139,434-97.9% |
| Participation rate | 73.9% | 74.5%-0.6pp | 69.0%+5.0pp | 80.3%-6.4pp |
| Annual return | 35.13% | 1922.51%-1887.4pp | 1168.45%-1133.3pp | 372.94%-337.8pp |
| Employer contribution / active EE | $0 | $3,032-100.0% | $2,380-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $2,482 | $4,676-46.9% | $3,985-37.7% | $6,710-63.0% |
| Admin fee / account holder | $675 | $8,657-92.2% | $6,852-90.1% | $11,403-94.1% |