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 | $21,319 | $91,538-76.7% | $129,995-83.6% | $75,163-71.6% |
| Participation rate | 76.2% | 71.4%+4.8pp | 78.5%-2.3pp | 67.2%+9.0pp |
| Annual return | 19.47% | -631.11%+650.6pp | -137.18%+156.6pp | 160.62%-141.2pp |
| Employer contribution / active EE | $1,820 | $2,845-36.0% | $4,320-57.9% | $2,670-31.8% |
| Participant deferral / active EE | $3,667 | $4,341-15.5% | $5,820-37.0% | $4,125-11.1% |
| Admin fee / account holder | $1,131 | $6,790-83.4% | $10,614-89.3% | $5,651-80.0% |