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 | $8,287 | $64,707-87.2% | $112,228-92.6% | $68,494-87.9% |
| Participation rate | 92.5% | 67.2%+25.3pp | 75.1%+17.4pp | 67.9%+24.6pp |
| Annual return | -17.32% | -11.40%-5.9pp | 27.45%-44.8pp | -7.84%-9.5pp |
| Employer contribution / active EE | $2,307 | $2,746-16.0% | $3,635-36.5% | $2,596-11.2% |
| Participant deferral / active EE | $3,659 | $3,565+2.6% | $4,728-22.6% | $4,027-9.2% |
| Admin fee / account holder | $746 | $5,232-85.7% | $6,410-88.4% | $5,403-86.2% |