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 9-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 | $10,347 | $142,344-92.7% | $119,609-91.3% | $134,475-92.3% |
| Participation rate | 94.7% | 82.8%+11.9pp | 79.3%+15.5pp | 81.2%+13.5pp |
| Annual return | -9.60% | -12.44%+2.8pp | -14.97%+5.4pp | 417.96%-427.6pp |
| Employer contribution / active EE | $1,525 | $5,222-70.8% | $4,232-64.0% | $4,740-67.8% |
| Participant deferral / active EE | $2,721 | $6,469-57.9% | $5,602-51.4% | $6,400-57.5% |
| Admin fee / account holder | $649 | $13,584-95.2% | $10,323-93.7% | $11,426-94.3% |