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 | $14,516 | $105,860-86.3% | $90,749-84.0% | $134,475-89.2% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -12.33% | -11.01%-1.3pp | -12.16%-0.2pp | 417.96%-430.3pp |
| Employer contribution / active EE | $2,772 | $3,462-19.9% | $2,921-5.1% | $4,740-41.5% |
| Participant deferral / active EE | $5,062 | $5,216-3.0% | $4,564+10.9% | $6,400-20.9% |
| Admin fee / account holder | $2,499 | $13,938-82.1% | $8,445-70.4% | $11,426-78.1% |