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 | $14,344 | $65,561-78.1% | $86,188-83.4% | $75,163-80.9% |
| Participation rate | 78.0% | 60.5%+17.5pp | 69.0%+9.0pp | 67.2%+10.8pp |
| Annual return | 17.09% | 46.05%-29.0pp | 1168.45%-1151.4pp | 160.62%-143.5pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,380-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $3,804 | $3,024+25.8% | $3,985-4.5% | $4,125-7.8% |
| Admin fee / account holder | $4,112 | $5,474-24.9% | $6,852-40.0% | $5,651-27.2% |