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 | $22,438 | $140,588-84.0% | $123,104-81.8% | $125,391-82.1% |
| Participation rate | 76.2% | 88.2%-12.0pp | 86.8%-10.6pp | 83.2%-7.0pp |
| Annual return | -0.19% | 16.80%-17.0pp | 13.22%-13.4pp | 282.22%-282.4pp |
| Employer contribution / active EE | $2,153 | $6,041-64.4% | $5,151-58.2% | $4,866-55.8% |
| Participant deferral / active EE | $3,995 | $6,980-42.8% | $6,230-35.9% | $5,352-25.3% |
| Admin fee / account holder | $1,133 | $11,198-89.9% | $9,015-87.4% | $9,540-88.1% |