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 9-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 | $11,122 | $133,958-91.7% | $112,228-90.1% | $134,475-91.7% |
| Participation rate | 78.6% | 78.6%0pp | 75.1%+3.5pp | 81.2%-2.7pp |
| Annual return | -19.14% | 47.11%-66.3pp | 27.45%-46.6pp | 417.96%-437.1pp |
| Employer contribution / active EE | $2,041 | $4,038-49.5% | $3,635-43.8% | $4,740-56.9% |
| Participant deferral / active EE | $3,682 | $5,291-30.4% | $4,728-22.1% | $6,400-42.5% |
| Admin fee / account holder | $755 | $7,489-89.9% | $6,410-88.2% | $11,426-93.4% |