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 | $13,421 | $132,634-89.9% | $115,768-88.4% | $137,256-90.2% |
| Participation rate | 70.6% | 77.9%-7.3pp | 74.4%-3.8pp | 80.0%-9.4pp |
| Annual return | 17.97% | 160.70%-142.7pp | 100.46%-82.5pp | 220.34%-202.4pp |
| Employer contribution / active EE | $0 | $3,360-100.0% | $2,940-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,852 | $5,619-67.0% | $4,917-62.3% | $6,407-71.1% |
| Admin fee / account holder | $1,498 | $15,028-90.0% | $12,439-88.0% | $12,270-87.8% |