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 | $12,702 | $84,487-85.0% | $125,339-89.9% | $66,914-81.0% |
| Participation rate | 92.2% | 76.4%+15.7pp | 82.4%+9.8pp | 69.8%+22.4pp |
| Annual return | -17.40% | -8.39%-9.0pp | 572.05%-589.5pp | 1.58%-19.0pp |
| Employer contribution / active EE | $1,783 | $3,553-49.8% | $4,814-63.0% | $2,544-29.9% |
| Participant deferral / active EE | $3,787 | $6,781-44.2% | $7,446-49.1% | $4,237-10.6% |
| Admin fee / account holder | $1,983 | $685+189.4% | $10,010-80.2% | $593+234.2% |