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 9-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 | $13,557 | $131,829-89.7% | $108,579-87.5% | $273,961-95.1% |
| Participation rate | 94.4% | 83.5%+11.0pp | 79.6%+14.9pp | 83.0%+11.4pp |
| Annual return | 8.36% | -91.57%+99.9pp | -51.70%+60.1pp | 41.45%-33.1pp |
| Employer contribution / active EE | $2,730 | $4,912-44.4% | $3,758-27.4% | $4,869-43.9% |
| Participant deferral / active EE | $1,716 | $5,127-66.5% | $4,311-60.2% | $5,287-67.6% |
| Admin fee / account holder | $409 | $10,252-96.0% | $7,645-94.7% | $10,132-96.0% |