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 | $13,362 | $94,529-85.9% | $140,016-90.5% | $64,186-79.2% |
| Participation rate | 81.4% | 84.1%-2.7pp | 87.5%-6.1pp | 69.6%+11.8pp |
| Annual return | -2.30% | 7.77%-10.1pp | 651.12%-653.4pp | 7.63%-9.9pp |
| Employer contribution / active EE | $3,135 | $3,812-17.8% | $5,606-44.1% | $2,381+31.7% |
| Participant deferral / active EE | $5,437 | $5,250+3.6% | $6,927-21.5% | $3,470+56.7% |
| Admin fee / account holder | $2,346 | $6,741-65.2% | $10,705-78.1% | $4,888-52.0% |