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 | $2,094 | $92,703-97.7% | $82,719-97.5% | $134,475-98.4% |
| Participation rate | 72.2% | 75.2%-3.0pp | 72.6%-0.3pp | 81.2%-9.0pp |
| Annual return | -19.74% | 944.92%-964.7pp | 701.18%-720.9pp | 417.96%-437.7pp |
| Employer contribution / active EE | $1,989 | $3,274-39.2% | $3,009-33.9% | $4,740-58.0% |
| Participant deferral / active EE | $2,183 | $4,802-54.5% | $4,395-50.3% | $6,400-65.9% |
| Admin fee / account holder | $936 | $5,983-84.4% | $5,329-82.4% | $11,426-91.8% |