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 6-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 | $6,474 | $48,265-86.6% | $68,791-90.6% | $68,494-90.5% |
| Participation rate | 93.5% | 60.7%+32.9pp | 69.0%+24.5pp | 67.9%+25.7pp |
| Annual return | -19.31% | -12.71%-6.6pp | -6.38%-12.9pp | -7.84%-11.5pp |
| Employer contribution / active EE | $2,277 | $1,829+24.5% | $2,655-14.3% | $2,596-12.3% |
| Participant deferral / active EE | $3,389 | $2,867+18.2% | $3,941-14.0% | $4,027-15.8% |
| Admin fee / account holder | $1,175 | $4,355-73.0% | $4,932-76.2% | $5,403-78.3% |