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 | $8,529 | $61,774-86.2% | $97,226-91.2% | $80,856-89.5% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.7%+27.3pp | 67.6%+32.4pp |
| Annual return | 14.15% | -557.90%+572.1pp | 75.13%-61.0pp | 35.59%-21.4pp |
| Employer contribution / active EE | $1,828 | $1,837-0.4% | $2,729-33.0% | $2,755-33.6% |
| Participant deferral / active EE | $2,824 | $3,029-6.7% | $4,264-33.8% | $4,296-34.3% |
| Admin fee / account holder | $603 | $5,166-88.3% | $5,654-89.3% | $6,918-91.3% |