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 | $11,639 | $82,664-85.9% | $125,339-90.7% | $68,494-83.0% |
| Participation rate | 93.1% | 75.0%+18.1pp | 82.4%+10.7pp | 67.9%+25.2pp |
| Annual return | -16.91% | -5.97%-10.9pp | 572.05%-589.0pp | -7.84%-9.1pp |
| Employer contribution / active EE | $1,758 | $3,381-48.0% | $4,814-63.5% | $2,596-32.3% |
| Participant deferral / active EE | $3,666 | $6,110-40.0% | $7,446-50.8% | $4,027-9.0% |
| Admin fee / account holder | $1,096 | $6,275-82.5% | $10,010-89.1% | $5,403-79.7% |