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 10-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 | $13,657 | $71,883-81.0% | $86,677-84.2% | $68,494-80.1% |
| Participation rate | 93.9% | 72.2%+21.7pp | 76.6%+17.4pp | 67.9%+26.1pp |
| Annual return | -17.62% | 3.52%-21.1pp | 35.91%-53.5pp | -7.84%-9.8pp |
| Employer contribution / active EE | $1,591 | $2,173-26.8% | $2,836-43.9% | $2,596-38.7% |
| Participant deferral / active EE | $2,757 | $3,779-27.0% | $4,656-40.8% | $4,027-31.5% |
| Admin fee / account holder | $2,193 | $6,112-64.1% | $7,493-70.7% | $5,403-59.4% |