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 | $9,522 | $76,000-87.5% | $154,107-93.8% | $64,186-85.2% |
| Participation rate | 90.4% | 70.4%+20.0pp | 83.0%+7.3pp | 69.6%+20.8pp |
| Annual return | 4.03% | 30.32%-26.3pp | 735.12%-731.1pp | 7.63%-3.6pp |
| Employer contribution / active EE | $0 | $3,351-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,422 | $3,175+7.8% | $5,081-32.6% | $3,470-1.4% |
| Admin fee / account holder | $1,362 | $5,596-75.7% | $13,411-89.8% | $4,888-72.1% |