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 6-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 | $2,505 | $110,887-97.7% | - | $145,922-98.3% |
| Participation rate | 76.5% | 68.1%+8.4pp | - | 80.3%-3.8pp |
| Annual return | 6.78% | 17.59%-10.8pp | - | 561.29%-554.5pp |
| Employer contribution / active EE | $0 | $5,672-100.0% | - | $4,660-100.0% |
| Participant deferral / active EE | $1,517 | $5,582-72.8% | - | $6,688-77.3% |
| Admin fee / account holder | $303 | $6,317-95.2% | - | $13,397-97.7% |