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 | $4,238 | $73,933-94.3% | $96,683-95.6% | $75,163-94.4% |
| Participation rate | 71.1% | 66.4%+4.7pp | 74.3%-3.2pp | 67.2%+3.9pp |
| Annual return | 18.06% | 26.70%-8.6pp | 35.69%-17.6pp | 160.62%-142.6pp |
| Employer contribution / active EE | $0 | $2,928-100.0% | $3,737-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $2,162 | $3,659-40.9% | $4,878-55.7% | $4,125-47.6% |
| Admin fee / account holder | $394 | $5,216-92.4% | $6,730-94.1% | $5,651-93.0% |