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 | $18,319 | $63,346-71.1% | $92,233-80.1% | $70,131-73.9% |
| Participation rate | 88.1% | 68.7%+19.4pp | 76.5%+11.6pp | 69.5%+18.6pp |
| Annual return | 39.02% | 530.12%-491.1pp | 176.28%-137.3pp | 73.14%-34.1pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,679-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $3,091 | $2,854+8.3% | $3,897-20.7% | $3,332-7.2% |
| Admin fee / account holder | $2,565 | $3,840-33.2% | $5,194-50.6% | $4,645-44.8% |