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 | $1,336 | $54,541-97.6% | $78,778-98.3% | $70,131-98.1% |
| Participation rate | 91.5% | 60.8%+30.7pp | 69.2%+22.3pp | 69.5%+22.0pp |
| Annual return | 201.71% | 21.07%+180.6pp | 35.62%+166.1pp | 73.14%+128.6pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,921 | $2,210-13.1% | $2,958-35.1% | $3,332-42.3% |
| Admin fee / account holder | $432 | $3,709-88.4% | $5,134-91.6% | $4,645-90.7% |