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 4-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 | $1,539 | $27,915-94.5% | $58,482-97.4% | $75,163-98.0% |
| Participation rate | 82.8% | 38.8%+43.9pp | 50.9%+31.9pp | 67.2%+15.6pp |
| Annual return | 25.45% | 44.20%-18.7pp | 4239.32%-4213.9pp | 160.62%-135.2pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,053-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,253 | $1,201+4.3% | $1,924-34.9% | $4,125-69.6% |
| Admin fee / account holder | $481 | $1,726-72.1% | $2,516-80.9% | $5,651-91.5% |