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 4-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 | $2,975 | $81,248-96.3% | $155,509-98.1% | $80,856-96.3% |
| Participation rate | 80.5% | 66.2%+14.2pp | 78.2%+2.3pp | 67.6%+12.8pp |
| Annual return | 12.24% | 33.31%-21.1pp | 64.67%-52.4pp | 35.59%-23.3pp |
| Employer contribution / active EE | $0 | $3,100-100.0% | $4,672-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,355 | $3,452-60.7% | $5,626-75.9% | $4,296-68.4% |
| Admin fee / account holder | $1,063 | $7,997-86.7% | $15,912-93.3% | $6,918-84.6% |