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 10-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 | $14,534 | $56,199-74.1% | $67,652-78.5% | $59,632-75.6% |
| Participation rate | 72.2% | 71.5%+0.8pp | 75.7%-3.4pp | 68.7%+3.6pp |
| Annual return | 0.00% | 18505.31%-18505.3pp | 6625.04%-6625.0pp | 2041.28%-2041.3pp |
| Employer contribution / active EE | $0 | $1,614-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,608 | $2,844+26.9% | $3,560+1.4% | $3,192+13.1% |
| Admin fee / account holder | $389 | $3,958-90.2% | $4,821-91.9% | $4,297-90.9% |