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 | $4,905 | $64,307-92.4% | $57,343-91.4% | $125,391-96.1% |
| Participation rate | 94.1% | 78.6%+15.5pp | 75.1%+19.0pp | 83.2%+10.9pp |
| Annual return | -0.61% | 25.12%-25.7pp | 24.39%-25.0pp | 282.22%-282.8pp |
| Employer contribution / active EE | $2,397 | $3,193-24.9% | $2,689-10.8% | $4,866-50.7% |
| Participant deferral / active EE | $2,630 | $3,848-31.6% | $3,162-16.8% | $5,352-50.8% |
| Admin fee / account holder | $2,777 | $5,242-47.0% | $3,356-17.2% | $9,540-70.9% |