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 | $5,883 | $46,674-87.4% | $117,472-95.0% | $68,494-91.4% |
| Participation rate | 79.3% | 56.8%+22.5pp | 70.6%+8.7pp | 67.9%+11.4pp |
| Annual return | -10.36% | -14.52%+4.2pp | 29.74%-40.1pp | -7.84%-2.5pp |
| Employer contribution / active EE | $1,559 | $1,505+3.6% | $4,176-62.7% | $2,596-39.9% |
| Participant deferral / active EE | $2,967 | $2,636+12.6% | $4,070-27.1% | $4,027-26.3% |
| Admin fee / account holder | $771 | $4,020-80.8% | $5,645-86.3% | $5,403-85.7% |