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 | $5,777 | $49,173-88.3% | $121,098-95.2% | $75,163-92.3% |
| Participation rate | 84.4% | 55.4%+29.0pp | 69.5%+14.9pp | 67.2%+17.2pp |
| Annual return | 14.92% | 55.99%-41.1pp | 985.75%-970.8pp | 160.62%-145.7pp |
| Employer contribution / active EE | $0 | $1,546-100.0% | $4,164-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $3,024 | $2,628+15.1% | $4,080-25.9% | $4,125-26.7% |
| Admin fee / account holder | $795 | $3,942-79.8% | $5,644-85.9% | $5,651-85.9% |