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 7-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 | $7,785 | $71,883-89.2% | $86,677-91.0% | $68,494-88.6% |
| Participation rate | 72.0% | 72.2%-0.2pp | 76.6%-4.6pp | 67.9%+4.1pp |
| Annual return | -14.05% | 3.52%-17.6pp | 35.91%-50.0pp | -7.84%-6.2pp |
| Employer contribution / active EE | $1,013 | $2,173-53.4% | $2,836-64.3% | $2,596-61.0% |
| Participant deferral / active EE | $2,148 | $3,779-43.2% | $4,656-53.9% | $4,027-46.7% |
| Admin fee / account holder | $422 | $6,112-93.1% | $7,493-94.4% | $5,403-92.2% |