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 | $7,736 | $49,177-84.3% | $79,464-90.3% | $64,186-87.9% |
| Participation rate | 75.9% | 65.0%+10.8pp | 73.3%+2.5pp | 69.6%+6.3pp |
| Annual return | -5.00% | -1.16%-3.8pp | 718.14%-723.1pp | 7.63%-12.6pp |
| Employer contribution / active EE | $2,565 | $2,076+23.5% | $2,800-8.4% | $2,381+7.7% |
| Participant deferral / active EE | $1,476 | $2,821-47.7% | $3,704-60.2% | $3,470-57.5% |
| Admin fee / account holder | $339 | $3,839-91.2% | $5,113-93.4% | $4,888-93.1% |