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 | $16,154 | $81,900-80.3% | $119,609-86.5% | $68,494-76.4% |
| Participation rate | 78.1% | 71.9%+6.2pp | 79.3%-1.1pp | 67.9%+10.2pp |
| Annual return | -15.07% | -23.82%+8.8pp | -14.97%-0.1pp | -7.84%-7.2pp |
| Employer contribution / active EE | $1,912 | $2,693-29.0% | $4,232-54.8% | $2,596-26.4% |
| Participant deferral / active EE | $3,287 | $4,148-20.8% | $5,602-41.3% | $4,027-18.4% |
| Admin fee / account holder | $1,747 | $6,582-73.5% | $10,323-83.1% | $5,403-67.7% |