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 | $1,716 | $54,558-96.9% | $76,002-97.7% | $74,546-97.7% |
| Participation rate | 84.9% | 60.3%+24.6pp | 69.1%+15.8pp | 67.2%+17.7pp |
| Annual return | 15.88% | 31.83%-16.0pp | 360.07%-344.2pp | 1366.03%-1350.2pp |
| Employer contribution / active EE | $0 | $1,778-100.0% | $2,688-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $1,358 | $3,065-55.7% | $4,257-68.1% | $4,347-68.8% |
| Admin fee / account holder | $523 | $2,232-76.6% | $6,414-91.8% | $1,944-73.1% |