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 | $30,000 | $110,094-72.8% | $151,611-80.2% | $68,494-56.2% |
| Participation rate | 93.5% | 84.0%+9.6pp | 87.5%+6.1pp | 67.9%+25.7pp |
| Annual return | -8.88% | -10.12%+1.2pp | 3.33%-12.2pp | -7.84%-1.0pp |
| Employer contribution / active EE | $1,901 | $4,471-57.5% | $6,166-69.2% | $2,596-26.8% |
| Participant deferral / active EE | $4,348 | $6,527-33.4% | $8,363-48.0% | $4,027+8.0% |
| Admin fee / account holder | $593 | $7,719-92.3% | $11,616-94.9% | $5,403-89.0% |