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 | $56,317-96.2% | $71,209-97.0% | $74,304-97.1% |
| Participation rate | 78.3% | 55.1%+23.1pp | 73.8%+4.5pp | 60.3%+17.9pp |
| Annual return | 27.59% | 42.83%-15.2pp | 282.51%-254.9pp | 29.43%-1.8pp |
| Employer contribution / active EE | $0 | $2,160-100.0% | $2,721-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $1,593 | $2,788-42.9% | $4,175-61.9% | $3,767-57.7% |
| Admin fee / account holder | $391 | $2,290-82.9% | $5,349-92.7% | $2,969-86.8% |