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 6-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 | $5,289 | $82,286-93.6% | $68,791-92.3% | $134,475-96.1% |
| Participation rate | 86.7% | 75.1%+11.6pp | 69.0%+17.6pp | 81.2%+5.4pp |
| Annual return | -20.12% | -2.19%-17.9pp | -6.38%-13.7pp | 417.96%-438.1pp |
| Employer contribution / active EE | $1,209 | $3,301-63.4% | $2,655-54.5% | $4,740-74.5% |
| Participant deferral / active EE | $2,037 | $4,739-57.0% | $3,941-48.3% | $6,400-68.2% |
| Admin fee / account holder | $745 | $6,481-88.5% | $4,932-84.9% | $11,426-93.5% |