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 | $7,633 | $56,357-86.5% | $104,294-92.7% | $68,494-88.9% |
| Participation rate | 100.0% | 63.3%+36.7pp | 73.3%+26.7pp | 67.9%+32.1pp |
| Annual return | -11.39% | -9.19%-2.2pp | 24.61%-36.0pp | -7.84%-3.6pp |
| Employer contribution / active EE | $1,126 | $1,960-42.5% | $3,372-66.6% | $2,596-56.6% |
| Participant deferral / active EE | $2,023 | $3,077-34.3% | $4,625-56.3% | $4,027-49.8% |
| Admin fee / account holder | $649 | $4,903-86.8% | $7,339-91.2% | $5,403-88.0% |