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 | $15,939 | $142,344-88.8% | $119,609-86.7% | $134,475-88.1% |
| Participation rate | 93.3% | 82.8%+10.5pp | 79.3%+14.1pp | 81.2%+12.1pp |
| Annual return | -19.33% | -12.44%-6.9pp | -14.97%-4.4pp | 417.96%-437.3pp |
| Employer contribution / active EE | $6,391 | $5,222+22.4% | $4,232+51.0% | $4,740+34.8% |
| Participant deferral / active EE | $9,025 | $6,469+39.5% | $5,602+61.1% | $6,400+41.0% |
| Admin fee / account holder | $12,241 | $13,584-9.9% | $10,323+18.6% | $11,426+7.1% |