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 | $12,878 | $64,707-80.1% | $112,228-88.5% | $68,494-81.2% |
| Participation rate | 86.3% | 67.2%+19.1pp | 75.1%+11.2pp | 67.9%+18.4pp |
| Annual return | -14.67% | -11.40%-3.3pp | 27.45%-42.1pp | -7.84%-6.8pp |
| Employer contribution / active EE | $2,379 | $2,746-13.3% | $3,635-34.5% | $2,596-8.4% |
| Participant deferral / active EE | $3,387 | $3,565-5.0% | $4,728-28.4% | $4,027-15.9% |
| Admin fee / account holder | $2,069 | $5,232-60.4% | $6,410-67.7% | $5,403-61.7% |