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 8-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 | $21,895 | $81,900-73.3% | $119,609-81.7% | $68,494-68.0% |
| Participation rate | 92.1% | 71.9%+20.2pp | 79.3%+12.8pp | 67.9%+24.2pp |
| Annual return | -17.53% | -23.82%+6.3pp | -14.97%-2.6pp | -7.84%-9.7pp |
| Employer contribution / active EE | $1,640 | $2,693-39.1% | $4,232-61.2% | $2,596-36.8% |
| Participant deferral / active EE | $3,678 | $4,148-11.3% | $5,602-34.4% | $4,027-8.7% |
| Admin fee / account holder | $551 | $6,582-91.6% | $10,323-94.7% | $5,403-89.8% |