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 7-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 | $17,231 | $64,707-73.4% | $112,228-84.6% | $68,494-74.8% |
| Participation rate | 72.6% | 67.2%+5.5pp | 75.1%-2.5pp | 67.9%+4.7pp |
| Annual return | -17.84% | -11.40%-6.4pp | 27.45%-45.3pp | -7.84%-10.0pp |
| Employer contribution / active EE | $1,986 | $2,746-27.7% | $3,635-45.4% | $2,596-23.5% |
| Participant deferral / active EE | $3,445 | $3,565-3.4% | $4,728-27.1% | $4,027-14.5% |
| Admin fee / account holder | $1,200 | $5,232-77.1% | $6,410-81.3% | $5,403-77.8% |