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 | $15,299 | $66,124-76.9% | $90,404-83.1% | $73,488-79.2% |
| Participation rate | 73.4% | 69.7%+3.7pp | 72.7%+0.7pp | 70.7%+2.7pp |
| Annual return | 23.77% | 17.65%+6.1pp | 1293.02%-1269.2pp | 28.51%-4.7pp |
| Employer contribution / active EE | $0 | $2,346-100.0% | $3,262-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $5,037 | $3,039+65.8% | $3,963+27.1% | $3,740+34.7% |
| Admin fee / account holder | $3,077 | $396+676.5% | $5,611-45.2% | $513+499.6% |