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 | $3,136 | $48,795-93.6% | $65,493-95.2% | $84,808-96.3% |
| Participation rate | 71.9% | 67.0%+4.9pp | 73.1%-1.2pp | 68.3%+3.6pp |
| Annual return | 24.98% | 20.20%+4.8pp | 982.45%-957.5pp | 40.90%-15.9pp |
| Employer contribution / active EE | $0 | $1,930-100.0% | $2,574-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $921 | $2,928-68.5% | $3,961-76.7% | $4,212-78.1% |
| Admin fee / account holder | $364 | $3,877-90.6% | $5,028-92.8% | $7,344-95.0% |