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 | $10,359 | $82,664-87.5% | $125,339-91.7% | $68,494-84.9% |
| Participation rate | 97.3% | 75.0%+22.3pp | 82.4%+14.9pp | 67.9%+29.4pp |
| Annual return | -18.50% | -5.97%-12.5pp | 572.05%-590.6pp | -7.84%-10.7pp |
| Employer contribution / active EE | $2,279 | $3,381-32.6% | $4,814-52.6% | $2,596-12.2% |
| Participant deferral / active EE | $4,176 | $6,110-31.7% | $7,446-43.9% | $4,027+3.7% |
| Admin fee / account holder | $665 | $6,275-89.4% | $10,010-93.4% | $5,403-87.7% |