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 | $7,609 | $73,867-89.7% | $143,757-94.7% | $68,494-88.9% |
| Participation rate | 87.8% | 66.7%+21.1pp | 80.3%+7.5pp | 67.9%+19.9pp |
| Annual return | -17.29% | 1.01%-18.3pp | -0.04%-17.3pp | -7.84%-9.4pp |
| Employer contribution / active EE | $1,353 | $3,184-57.5% | $4,951-72.7% | $2,596-47.9% |
| Participant deferral / active EE | $3,076 | $3,384-9.1% | $5,637-45.4% | $4,027-23.6% |
| Admin fee / account holder | $611 | $5,755-89.4% | $14,673-95.8% | $5,403-88.7% |