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 | $2,573 | $58,627-95.6% | $76,735-96.6% | $82,448-96.9% |
| Participation rate | 87.9% | 63.2%+24.7pp | 69.5%+18.4pp | 68.1%+19.8pp |
| Annual return | 16.47% | 39.10%-22.6pp | 29.77%-13.3pp | 41.64%-25.2pp |
| Employer contribution / active EE | $0 | $1,729-100.0% | $2,454-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,806 | $3,134-10.4% | $4,088-31.4% | $4,139-32.2% |
| Admin fee / account holder | $1,972 | $5,323-62.9% | $7,189-72.6% | $7,234-72.7% |