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 | $8,820 | $48,230-81.7% | $67,502-86.9% | $80,856-89.1% |
| Participation rate | 97.3% | 66.4%+30.9pp | 72.9%+24.4pp | 67.6%+29.7pp |
| Annual return | 0.00% | 18.28%-18.3pp | 3512.12%-3512.1pp | 35.59%-35.6pp |
| Employer contribution / active EE | $0 | $2,020-100.0% | $2,731-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,162 | $2,924-26.0% | $4,000-45.9% | $4,296-49.7% |
| Admin fee / account holder | $930 | $3,681-74.7% | $3,998-76.7% | $6,918-86.6% |