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 6-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 | $7,739 | $42,894-82.0% | $60,874-87.3% | $68,494-88.7% |
| Participation rate | 78.4% | 66.8%+11.6pp | 73.1%+5.3pp | 67.9%+10.5pp |
| Annual return | -18.52% | -13.98%-4.5pp | 16.90%-35.4pp | -7.84%-10.7pp |
| Employer contribution / active EE | $1,685 | $1,978-14.8% | $2,701-37.6% | $2,596-35.1% |
| Participant deferral / active EE | $2,179 | $2,867-24.0% | $3,817-42.9% | $4,027-45.9% |
| Admin fee / account holder | $946 | $3,101-69.5% | $3,224-70.7% | $5,403-82.5% |