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 5-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 | $4,522 | $117,690-96.2% | $71,735-93.7% | $134,475-96.6% |
| Participation rate | 100.0% | 68.8%+31.2pp | 62.3%+37.7pp | 81.2%+18.8pp |
| Annual return | -18.20% | 25.44%-43.6pp | 9.14%-27.3pp | 417.96%-436.2pp |
| Employer contribution / active EE | $1,475 | $2,525-41.6% | $1,704-13.4% | $4,740-68.9% |
| Participant deferral / active EE | $2,392 | $3,759-36.4% | $2,658-10.0% | $6,400-62.6% |
| Admin fee / account holder | $443 | $6,379-93.0% | $3,974-88.8% | $11,426-96.1% |