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 5-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 | $5,856 | $129,942-95.5% | $104,294-94.4% | $134,475-95.6% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -16.64% | 42.03%-58.7pp | 24.61%-41.2pp | 417.96%-434.6pp |
| Employer contribution / active EE | $2,190 | $4,184-47.7% | $3,372-35.0% | $4,740-53.8% |
| Participant deferral / active EE | $3,995 | $5,588-28.5% | $4,625-13.6% | $6,400-37.6% |
| Admin fee / account holder | $482 | $9,323-94.8% | $7,339-93.4% | $11,426-95.8% |