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 6-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 | $15,158 | $167,307-90.9% | $143,757-89.5% | $134,475-88.7% |
| Participation rate | 76.2% | 84.8%-8.6pp | 80.3%-4.1pp | 81.2%-5.0pp |
| Annual return | -13.19% | 0.46%-13.7pp | -0.04%-13.1pp | 417.96%-431.2pp |
| Employer contribution / active EE | $1,581 | $5,619-71.9% | $4,951-68.1% | $4,740-66.6% |
| Participant deferral / active EE | $3,623 | $6,446-43.8% | $5,637-35.7% | $6,400-43.4% |
| Admin fee / account holder | $1,035 | $18,088-94.3% | $14,673-92.9% | $11,426-90.9% |