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 5-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 | $2,476 | $63,703-96.1% | $93,063-97.3% | $82,448-97.0% |
| Participation rate | 85.7% | 63.8%+21.9pp | 72.1%+13.6pp | 68.1%+17.6pp |
| Annual return | 24.48% | -775.43%+799.9pp | 34.15%-9.7pp | 41.64%-17.2pp |
| Employer contribution / active EE | $0 | $1,729-100.0% | $2,476-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $995 | $2,919-65.9% | $3,958-74.9% | $4,139-76.0% |
| Admin fee / account holder | $531 | $5,982-91.1% | $6,033-91.2% | $7,234-92.7% |