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 10-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 | $7,782 | $97,757-92.0% | $83,848-90.7% | $135,375-94.3% |
| Participation rate | 81.8% | 80.0%+1.9pp | 76.1%+5.7pp | 82.6%-0.8pp |
| Annual return | -9.13% | 1287.37%-1296.5pp | 850.88%-860.0pp | 519.73%-528.9pp |
| Employer contribution / active EE | $796 | $4,222-81.2% | $3,631-78.1% | $4,779-83.4% |
| Participant deferral / active EE | $2,671 | $4,682-43.0% | $4,082-34.6% | $5,609-52.4% |
| Admin fee / account holder | $446 | $6,674-93.3% | $5,478-91.9% | $10,827-95.9% |