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 3-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 | $16,394 | $93,571-82.5% | $135,903-87.9% | $75,163-78.2% |
| Participation rate | 83.8% | 75.2%+8.6pp | 81.9%+1.9pp | 67.2%+16.6pp |
| Annual return | 0.00% | 30.90%-30.9pp | 68.23%-68.2pp | 160.62%-160.6pp |
| Employer contribution / active EE | $1,940 | $3,537-45.2% | $4,856-60.1% | $2,670-27.4% |
| Participant deferral / active EE | $3,333 | $6,404-48.0% | $7,758-57.0% | $4,125-19.2% |
| Admin fee / account holder | $394 | $6,975-94.4% | $10,762-96.3% | $5,651-93.0% |