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 | $9,992 | $104,664-90.5% | $85,682-88.3% | $167,490-94.0% |
| Participation rate | 84.6% | 76.4%+8.2pp | 69.9%+14.8pp | 82.1%+2.5pp |
| Annual return | 12.20% | 21.45%-9.2pp | 21.49%-9.3pp | 478.56%-466.4pp |
| Employer contribution / active EE | $0 | $3,337-100.0% | $2,618-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $4,396 | $4,824-8.9% | $3,923+12.1% | $6,341-30.7% |
| Admin fee / account holder | $2,459 | $10,032-75.5% | $6,873-64.2% | $12,309-80.0% |