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 | $19,340 | $138,065-86.0% | $123,544-84.3% | $135,375-85.7% |
| Participation rate | 83.3% | 84.7%-1.4pp | 82.3%+1.0pp | 82.6%+0.7pp |
| Annual return | -9.04% | 153.68%-162.7pp | 119.20%-128.2pp | 519.73%-528.8pp |
| Employer contribution / active EE | $1,817 | $5,151-64.7% | $4,628-60.7% | $4,779-62.0% |
| Participant deferral / active EE | $2,605 | $6,799-61.7% | $6,426-59.5% | $5,609-53.6% |
| Admin fee / account holder | $384 | $10,916-96.5% | $9,284-95.9% | $10,827-96.5% |