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 | $7,239 | $57,354-87.4% | $83,848-91.4% | $64,186-88.7% |
| Participation rate | 94.2% | 68.6%+25.6pp | 76.1%+18.1pp | 69.6%+24.6pp |
| Annual return | -8.20% | 11.38%-19.6pp | 850.88%-859.1pp | 7.63%-15.8pp |
| Employer contribution / active EE | $929 | $2,545-63.5% | $3,631-74.4% | $2,381-61.0% |
| Participant deferral / active EE | $2,903 | $2,993-3.0% | $4,082-28.9% | $3,470-16.3% |
| Admin fee / account holder | $414 | $4,046-89.8% | $5,478-92.4% | $4,888-91.5% |