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 | $19,049 | $131,829-85.6% | $108,579-82.5% | $273,961-93.0% |
| Participation rate | 72.2% | 83.5%-11.2pp | 79.6%-7.3pp | 83.0%-10.8pp |
| Annual return | 17.13% | -91.57%+108.7pp | -51.70%+68.8pp | 41.45%-24.3pp |
| Employer contribution / active EE | $1,320 | $4,912-73.1% | $3,758-64.9% | $4,869-72.9% |
| Participant deferral / active EE | $2,362 | $5,127-53.9% | $4,311-45.2% | $5,287-55.3% |
| Admin fee / account holder | $818 | $10,252-92.0% | $7,645-89.3% | $10,132-91.9% |