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 5-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 | $20,231 | $175,600-88.5% | $129,110-84.3% | $134,475-85.0% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.3%+22.7pp | 81.2%+18.8pp |
| Annual return | -19.07% | -11.39%-7.7pp | -10.94%-8.1pp | 417.96%-437.0pp |
| Employer contribution / active EE | $5,081 | $6,355-20.0% | $5,052+0.6% | $4,740+7.2% |
| Participant deferral / active EE | $8,059 | $7,975+1.0% | $6,542+23.2% | $6,400+25.9% |
| Admin fee / account holder | $5,965 | $23,567-74.7% | $14,302-58.3% | $11,426-47.8% |