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 | $11,566 | $59,805-80.7% | $79,550-85.5% | $68,494-83.1% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.5%+30.5pp | 67.9%+32.1pp |
| Annual return | -2.10% | -12.30%+10.2pp | 0.16%-2.3pp | -7.84%+5.7pp |
| Employer contribution / active EE | $2,756 | $1,505+83.2% | $2,413+14.2% | $2,596+6.2% |
| Participant deferral / active EE | $6,656 | $3,024+120.1% | $3,985+67.0% | $4,027+65.3% |
| Admin fee / account holder | $556 | $4,835-88.5% | $6,832-91.9% | $5,403-89.7% |