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 4-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 | $3,245 | $82,286-96.1% | $68,791-95.3% | $134,475-97.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -18.69% | -2.19%-16.5pp | -6.38%-12.3pp | 417.96%-436.7pp |
| Employer contribution / active EE | $1,117 | $3,301-66.2% | $2,655-57.9% | $4,740-76.4% |
| Participant deferral / active EE | $1,545 | $4,739-67.4% | $3,941-60.8% | $6,400-75.9% |
| Admin fee / account holder | $606 | $6,481-90.7% | $4,932-87.7% | $11,426-94.7% |