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 8-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 | $6,665 | $95,862-93.0% | $79,550-91.6% | $134,475-95.0% |
| Participation rate | 92.9% | 75.0%+17.8pp | 69.5%+23.4pp | 81.2%+11.6pp |
| Annual return | -15.69% | -2.69%-13.0pp | 0.16%-15.9pp | 417.96%-433.7pp |
| Employer contribution / active EE | $1,332 | $3,128-57.4% | $2,413-44.8% | $4,740-71.9% |
| Participant deferral / active EE | $3,457 | $4,693-26.3% | $3,985-13.3% | $6,400-46.0% |
| Admin fee / account holder | $692 | $9,126-92.4% | $6,832-89.9% | $11,426-93.9% |