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 7-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 | $19,017 | $58,320-67.4% | $86,436-78.0% | $66,914-71.6% |
| Participation rate | 85.0% | 78.6%+6.4pp | 80.3%+4.7pp | 69.8%+15.2pp |
| Annual return | -16.78% | -9.71%-7.1pp | 4394.89%-4411.7pp | 1.58%-18.4pp |
| Employer contribution / active EE | $3,062 | $2,615+17.1% | $3,769-18.8% | $2,544+20.3% |
| Participant deferral / active EE | $5,490 | $6,899-20.4% | $6,952-21.0% | $4,237+29.6% |
| Admin fee / account holder | $1,610 | $546+194.9% | $6,731-76.1% | $593+171.3% |