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 | $3,610 | $56,053-93.6% | $75,972-95.2% | $80,856-95.5% |
| Participation rate | 84.2% | 62.0%+22.2pp | 69.1%+15.2pp | 67.6%+16.6pp |
| Annual return | 10.71% | 20.53%-9.8pp | 359.55%-348.8pp | 35.59%-24.9pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,685-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,251 | $3,052-26.2% | $4,255-47.1% | $4,296-47.6% |
| Admin fee / account holder | $1,069 | $5,234-79.6% | $6,467-83.5% | $6,918-84.6% |