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 7-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 | $2,696 | $52,380-94.9% | $98,755-97.3% | $85,850-96.9% |
| Participation rate | 98.1% | 58.0%+40.1pp | 65.7%+32.4pp | 69.3%+28.8pp |
| Annual return | 18.44% | 25.82%-7.4pp | 49.91%-31.5pp | 318.53%-300.1pp |
| Employer contribution / active EE | $0 | $1,337-100.0% | $2,067-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,357 | $2,101-35.4% | $3,035-55.3% | $3,952-65.7% |
| Admin fee / account holder | $336 | $3,865-91.3% | $4,076-91.8% | $6,260-94.6% |