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 3-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 | $3,363 | $83,902-96.0% | $167,512-98.0% | $84,808-96.0% |
| Participation rate | 93.3% | 66.5%+26.9pp | 77.1%+16.3pp | 68.3%+25.0pp |
| Annual return | 21.84% | 91.55%-69.7pp | 1615.79%-1594.0pp | 40.90%-19.1pp |
| Employer contribution / active EE | $0 | $2,264-100.0% | $3,882-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,700 | $4,442-61.7% | $6,405-73.5% | $4,212-59.6% |
| Admin fee / account holder | $1,529 | $7,915-80.7% | $9,769-84.3% | $7,344-79.2% |