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 | $2,142 | $47,105-95.5% | $68,368-96.9% | $67,986-96.8% |
| Participation rate | 78.3% | 51.8%+26.5pp | 73.8%+4.5pp | 57.2%+21.1pp |
| Annual return | 27.59% | 48.37%-20.8pp | 292.57%-265.0pp | 31.67%-4.1pp |
| Employer contribution / active EE | $0 | $1,859-100.0% | $2,649-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $1,593 | $2,374-32.9% | $4,123-61.4% | $3,358-52.6% |
| Admin fee / account holder | $391 | $2,435-83.9% | $5,150-92.4% | $3,203-87.8% |