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 3-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 | $11,891 | $108,919-89.1% | $100,391-88.2% | $145,922-91.9% |
| Participation rate | 72.7% | 82.9%-10.2pp | 81.5%-8.8pp | 80.3%-7.5pp |
| Annual return | 19.20% | 57.88%-38.7pp | 49.20%-30.0pp | 561.29%-542.1pp |
| Employer contribution / active EE | $0 | $4,419-100.0% | $3,942-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $4,123 | $8,445-51.2% | $8,082-49.0% | $6,688-38.3% |
| Admin fee / account holder | $323 | $9,689-96.7% | $7,899-95.9% | $13,397-97.6% |