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 | $7,282 | $54,350-86.6% | $82,719-91.2% | $68,494-89.4% |
| Participation rate | 93.3% | 63.9%+29.4pp | 72.6%+20.8pp | 67.9%+25.4pp |
| Annual return | -16.10% | -13.67%-2.4pp | 701.18%-717.3pp | -7.84%-8.3pp |
| Employer contribution / active EE | $653 | $2,218-70.6% | $3,009-78.3% | $2,596-74.9% |
| Participant deferral / active EE | $1,406 | $3,246-56.7% | $4,395-68.0% | $4,027-65.1% |
| Admin fee / account holder | $631 | $4,395-85.6% | $5,329-88.2% | $5,403-88.3% |