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 | $16,717 | $64,707-74.2% | $112,228-85.1% | $68,494-75.6% |
| Participation rate | 73.6% | 67.2%+6.5pp | 75.1%-1.4pp | 67.9%+5.7pp |
| Annual return | -18.90% | -11.40%-7.5pp | 27.45%-46.4pp | -7.84%-11.1pp |
| Employer contribution / active EE | $2,089 | $2,746-23.9% | $3,635-42.5% | $2,596-19.6% |
| Participant deferral / active EE | $2,876 | $3,565-19.3% | $4,728-39.2% | $4,027-28.6% |
| Admin fee / account holder | $468 | $5,232-91.0% | $6,410-92.7% | $5,403-91.3% |