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 | $24,375 | $131,829-81.5% | $108,579-77.6% | $273,961-91.1% |
| Participation rate | 71.4% | 83.5%-12.0pp | 79.6%-8.1pp | 83.0%-11.6pp |
| Annual return | 8.15% | -91.57%+99.7pp | -51.70%+59.8pp | 41.45%-33.3pp |
| Employer contribution / active EE | $1,872 | $4,912-61.9% | $3,758-50.2% | $4,869-61.6% |
| Participant deferral / active EE | $2,563 | $5,127-50.0% | $4,311-40.5% | $5,287-51.5% |
| Admin fee / account holder | $6,828 | $10,252-33.4% | $7,645-10.7% | $10,132-32.6% |