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 | $8,985 | $54,350-83.5% | $82,719-89.1% | $68,494-86.9% |
| Participation rate | 83.9% | 63.9%+20.0pp | 72.6%+11.3pp | 67.9%+16.0pp |
| Annual return | -3.77% | -13.67%+9.9pp | 701.18%-704.9pp | -7.84%+4.1pp |
| Employer contribution / active EE | $1,581 | $2,218-28.7% | $3,009-47.5% | $2,596-39.1% |
| Participant deferral / active EE | $2,508 | $3,246-22.7% | $4,395-42.9% | $4,027-37.7% |
| Admin fee / account holder | $647 | $4,395-85.3% | $5,329-87.9% | $5,403-88.0% |