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 | $15,475 | $72,404-78.6% | $110,238-86.0% | $64,186-75.9% |
| Participation rate | 72.9% | 73.3%-0.5pp | 79.8%-7.0pp | 69.6%+3.3pp |
| Annual return | -7.28% | -6.29%-1.0pp | 314.74%-322.0pp | 7.63%-14.9pp |
| Employer contribution / active EE | $1,566 | $2,282-31.4% | $3,826-59.1% | $2,381-34.2% |
| Participant deferral / active EE | $2,582 | $3,469-25.6% | $4,672-44.7% | $3,470-25.6% |
| Admin fee / account holder | $972 | $5,664-82.8% | $8,547-88.6% | $4,888-80.1% |