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 9-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 | $6,166 | $76,000-91.9% | $154,107-96.0% | $64,186-90.4% |
| Participation rate | 74.3% | 70.4%+3.9pp | 83.0%-8.8pp | 69.6%+4.7pp |
| Annual return | -7.06% | 30.32%-37.4pp | 735.12%-742.2pp | 7.63%-14.7pp |
| Employer contribution / active EE | $668 | $3,351-80.1% | $5,298-87.4% | $2,381-71.9% |
| Participant deferral / active EE | $877 | $3,175-72.4% | $5,081-82.7% | $3,470-74.7% |
| Admin fee / account holder | $779 | $5,596-86.1% | $13,411-94.2% | $4,888-84.1% |