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 10-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 | $15,154 | $84,487-82.1% | $125,339-87.9% | $66,914-77.4% |
| Participation rate | 100.0% | 76.4%+23.6pp | 82.4%+17.6pp | 69.8%+30.2pp |
| Annual return | -16.91% | -8.39%-8.5pp | 572.05%-589.0pp | 1.58%-18.5pp |
| Employer contribution / active EE | $1,385 | $3,553-61.0% | $4,814-71.2% | $2,544-45.5% |
| Participant deferral / active EE | $3,427 | $6,781-49.5% | $7,446-54.0% | $4,237-19.1% |
| Admin fee / account holder | $2,603 | $685+280.0% | $10,010-74.0% | $593+338.7% |