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 6-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 | $14,767 | $89,355-83.5% | $141,162-89.5% | $72,985-79.8% |
| Participation rate | 96.8% | 75.1%+21.7pp | 82.5%+14.3pp | 69.5%+27.3pp |
| Annual return | 0.00% | 111.85%-111.8pp | 71.39%-71.4pp | 81.00%-81.0pp |
| Employer contribution / active EE | $981 | $3,114-68.5% | $4,735-79.3% | $2,440-59.8% |
| Participant deferral / active EE | $3,330 | $5,418-38.5% | $6,709-50.4% | $3,607-7.7% |
| Admin fee / account holder | $2,009 | $5,958-66.3% | $10,261-80.4% | $5,124-60.8% |