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 | $7,188 | $73,867-90.3% | $143,757-95.0% | $68,494-89.5% |
| Participation rate | 96.6% | 66.7%+29.9pp | 80.3%+16.2pp | 67.9%+28.7pp |
| Annual return | -17.79% | 1.01%-18.8pp | -0.04%-17.7pp | -7.84%-9.9pp |
| Employer contribution / active EE | $1,347 | $3,184-57.7% | $4,951-72.8% | $2,596-48.1% |
| Participant deferral / active EE | $2,126 | $3,384-37.2% | $5,637-62.3% | $4,027-47.2% |
| Admin fee / account holder | $569 | $5,755-90.1% | $14,673-96.1% | $5,403-89.5% |