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 5-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 | $9,402 | $91,538-89.7% | $129,995-92.8% | $75,163-87.5% |
| Participation rate | 84.0% | 71.4%+12.6pp | 78.5%+5.5pp | 67.2%+16.8pp |
| Annual return | 19.05% | -631.11%+650.2pp | -137.18%+156.2pp | 160.62%-141.6pp |
| Employer contribution / active EE | $832 | $2,845-70.8% | $4,320-80.7% | $2,670-68.9% |
| Participant deferral / active EE | $2,502 | $4,341-42.4% | $5,820-57.0% | $4,125-39.4% |
| Admin fee / account holder | $515 | $6,790-92.4% | $10,614-95.1% | $5,651-90.9% |