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 | $4,143 | $106,543-96.1% | $91,220-95.5% | $134,475-96.9% |
| Participation rate | 84.6% | 76.8%+7.8pp | 73.2%+11.4pp | 81.2%+3.4pp |
| Annual return | -13.88% | 160.60%-174.5pp | 114.01%-127.9pp | 417.96%-431.8pp |
| Employer contribution / active EE | $1,221 | $3,331-63.3% | $2,850-57.2% | $4,740-74.2% |
| Participant deferral / active EE | $1,301 | $4,719-72.4% | $4,234-69.3% | $6,400-79.7% |
| Admin fee / account holder | $501 | $6,231-92.0% | $5,420-90.8% | $11,426-95.6% |