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 | $1,883 | $77,314-97.6% | $177,989-98.9% | $80,856-97.7% |
| Participation rate | 75.9% | 65.7%+10.2pp | 77.1%-1.2pp | 67.6%+8.2pp |
| Annual return | 19.31% | 18.09%+1.2pp | 294.48%-275.2pp | 35.59%-16.3pp |
| Employer contribution / active EE | $0 | $2,292-100.0% | $3,949-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,344 | $4,411-46.9% | $6,276-62.7% | $4,296-45.4% |
| Admin fee / account holder | $1,538 | $7,191-78.6% | $10,363-85.2% | $6,918-77.8% |