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 6-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 | $16,277 | $129,942-87.5% | $104,294-84.4% | $134,475-87.9% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -19.90% | 42.03%-61.9pp | 24.61%-44.5pp | 417.96%-437.9pp |
| Employer contribution / active EE | $4,551 | $4,184+8.8% | $3,372+35.0% | $4,740-4.0% |
| Participant deferral / active EE | $7,384 | $5,588+32.2% | $4,625+59.7% | $6,400+15.4% |
| Admin fee / account holder | $494 | $9,323-94.7% | $7,339-93.3% | $11,426-95.7% |