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 | $9,565 | $89,753-89.3% | $107,525-91.1% | $84,808-88.7% |
| Participation rate | 71.1% | 68.1%+3.0pp | 75.1%-4.0pp | 68.3%+2.7pp |
| Annual return | 76.58% | 29.48%+47.1pp | 181.32%-104.7pp | 40.90%+35.7pp |
| Employer contribution / active EE | $0 | $3,113-100.0% | $3,754-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,054 | $4,056-49.4% | $5,116-59.9% | $4,212-51.2% |
| Admin fee / account holder | $653 | $7,222-91.0% | $8,919-92.7% | $7,344-91.1% |