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 | $2,451 | $73,787-96.7% | $98,716-97.5% | $82,448-97.0% |
| Participation rate | 80.3% | 61.4%+18.9pp | 69.3%+11.0pp | 68.1%+12.2pp |
| Annual return | 22.46% | 18.57%+3.9pp | 31.81%-9.3pp | 41.64%-19.2pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,775 | $3,081-42.4% | $4,048-56.1% | $4,139-57.1% |
| Admin fee / account holder | $533 | $6,500-91.8% | $8,703-93.9% | $7,234-92.6% |