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 | $10,980 | $57,354-80.9% | $83,848-86.9% | $64,186-82.9% |
| Participation rate | 75.6% | 68.6%+7.0pp | 76.1%-0.5pp | 69.6%+6.0pp |
| Annual return | -5.47% | 11.38%-16.8pp | 850.88%-856.3pp | 7.63%-13.1pp |
| Employer contribution / active EE | $2,183 | $2,545-14.2% | $3,631-39.9% | $2,381-8.3% |
| Participant deferral / active EE | $3,370 | $2,993+12.6% | $4,082-17.4% | $3,470-2.9% |
| Admin fee / account holder | $1,206 | $4,046-70.2% | $5,478-78.0% | $4,888-75.3% |