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 10-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 | $6,758 | $176,377-96.2% | $134,143-95.0% | $158,922-95.7% |
| Participation rate | 93.8% | 78.7%+15.0pp | 72.2%+21.6pp | 82.0%+11.8pp |
| Annual return | 11.65% | 63.63%-52.0pp | 36.33%-24.7pp | 302.83%-291.2pp |
| Employer contribution / active EE | $0 | $5,040-100.0% | $3,704-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $1,856 | $4,091-54.6% | $3,499-46.9% | $5,982-69.0% |
| Admin fee / account holder | $800 | $8,718-90.8% | $6,684-88.0% | $11,246-92.9% |