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 | $3,690 | $56,053-93.4% | $75,972-95.1% | $80,856-95.4% |
| Participation rate | 81.3% | 62.0%+19.2pp | 69.1%+12.2pp | 67.6%+13.6pp |
| Annual return | 12.09% | 20.53%-8.4pp | 359.55%-347.5pp | 35.59%-23.5pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,685-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,721 | $3,052-43.6% | $4,255-59.5% | $4,296-59.9% |
| Admin fee / account holder | $725 | $5,234-86.1% | $6,467-88.8% | $6,918-89.5% |