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 | $9,224 | $84,695-89.1% | $73,843-87.5% | $125,391-92.6% |
| Participation rate | 75.0% | 76.8%-1.8pp | 73.4%+1.6pp | 83.2%-8.2pp |
| Annual return | -0.48% | 3123.53%-3124.0pp | 2267.84%-2268.3pp | 282.22%-282.7pp |
| Employer contribution / active EE | $217 | $3,123-93.1% | $2,787-92.2% | $4,866-95.5% |
| Participant deferral / active EE | $2,297 | $3,992-42.5% | $3,583-35.9% | $5,352-57.1% |
| Admin fee / account holder | $1,045 | $5,691-81.6% | $4,880-78.6% | $9,540-89.1% |