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 | $1,348 | $48,795-97.2% | $65,493-97.9% | $84,808-98.4% |
| Participation rate | 96.0% | 67.0%+29.0pp | 73.1%+22.9pp | 68.3%+27.7pp |
| Annual return | 18.12% | 20.20%-2.1pp | 982.45%-964.3pp | 40.90%-22.8pp |
| Employer contribution / active EE | $0 | $1,930-100.0% | $2,574-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $887 | $2,928-69.7% | $3,961-77.6% | $4,212-78.9% |
| Admin fee / account holder | $352 | $3,877-90.9% | $5,028-93.0% | $7,344-95.2% |