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 | $14,770 | $91,538-83.9% | $129,995-88.6% | $75,163-80.3% |
| Participation rate | 95.3% | 71.4%+23.9pp | 78.5%+16.8pp | 67.2%+28.1pp |
| Annual return | 17.85% | -631.11%+649.0pp | -137.18%+155.0pp | 160.62%-142.8pp |
| Employer contribution / active EE | $2,509 | $2,845-11.8% | $4,320-41.9% | $2,670-6.0% |
| Participant deferral / active EE | $4,329 | $4,341-0.3% | $5,820-25.6% | $4,125+5.0% |
| Admin fee / account holder | $2,270 | $6,790-66.6% | $10,614-78.6% | $5,651-59.8% |