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 8-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 | $12,542 | $71,883-82.6% | $86,677-85.5% | $68,494-81.7% |
| Participation rate | 91.9% | 72.2%+19.7pp | 76.6%+15.3pp | 67.9%+24.0pp |
| Annual return | -16.57% | 3.52%-20.1pp | 35.91%-52.5pp | -7.84%-8.7pp |
| Employer contribution / active EE | $2,043 | $2,173-6.0% | $2,836-28.0% | $2,596-21.3% |
| Participant deferral / active EE | $3,717 | $3,779-1.6% | $4,656-20.2% | $4,027-7.7% |
| Admin fee / account holder | $1,342 | $6,112-78.0% | $7,493-82.1% | $5,403-75.2% |