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 | $11,447 | $58,577-80.5% | $83,333-86.3% | $64,186-82.2% |
| Participation rate | 79.2% | 72.0%+7.1pp | 77.8%+1.4pp | 69.6%+9.6pp |
| Annual return | -3.99% | 9.65%-13.6pp | 10.63%-14.6pp | 7.63%-11.6pp |
| Employer contribution / active EE | $0 | $2,098-100.0% | $3,379-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $11,719 | $4,654+151.8% | $5,565+110.6% | $3,470+237.8% |
| Admin fee / account holder | $7,965 | $9,275-14.1% | $7,510+6.0% | $4,888+62.9% |