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 | $2,579 | $81,248-96.8% | $155,509-98.3% | $80,856-96.8% |
| Participation rate | 97.0% | 66.2%+30.7pp | 78.2%+18.8pp | 67.6%+29.3pp |
| Annual return | 45.00% | 33.31%+11.7pp | 64.67%-19.7pp | 35.59%+9.4pp |
| Employer contribution / active EE | $0 | $3,100-100.0% | $4,672-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,888 | $3,452-45.3% | $5,626-66.4% | $4,296-56.0% |
| Admin fee / account holder | $656 | $7,997-91.8% | $15,912-95.9% | $6,918-90.5% |