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 | $5,570 | $73,867-92.5% | $143,757-96.1% | $68,494-91.9% |
| Participation rate | 94.4% | 66.7%+27.8pp | 80.3%+14.1pp | 67.9%+26.6pp |
| Annual return | -8.76% | 1.01%-9.8pp | -0.04%-8.7pp | -7.84%-0.9pp |
| Employer contribution / active EE | $1,019 | $3,184-68.0% | $4,951-79.4% | $2,596-60.7% |
| Participant deferral / active EE | $1,767 | $3,384-47.8% | $5,637-68.7% | $4,027-56.1% |
| Admin fee / account holder | $4,622 | $5,755-19.7% | $14,673-68.5% | $5,403-14.4% |