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 8-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 | $4,447 | $54,350-91.8% | $82,719-94.6% | $68,494-93.5% |
| Participation rate | 92.9% | 63.9%+28.9pp | 72.6%+20.3pp | 67.9%+25.0pp |
| Annual return | -17.63% | -13.67%-4.0pp | 701.18%-718.8pp | -7.84%-9.8pp |
| Employer contribution / active EE | $1,024 | $2,218-53.8% | $3,009-66.0% | $2,596-60.5% |
| Participant deferral / active EE | $1,177 | $3,246-63.7% | $4,395-73.2% | $4,027-70.8% |
| Admin fee / account holder | $506 | $4,395-88.5% | $5,329-90.5% | $5,403-90.6% |