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 | $14,150 | $58,577-75.8% | $83,333-83.0% | $64,186-78.0% |
| Participation rate | 80.8% | 72.0%+8.7pp | 77.8%+3.0pp | 69.6%+11.2pp |
| Annual return | -5.98% | 9.65%-15.6pp | 10.63%-16.6pp | 7.63%-13.6pp |
| Employer contribution / active EE | $0 | $2,098-100.0% | $3,379-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $5,496 | $4,654+18.1% | $5,565-1.2% | $3,470+58.4% |
| Admin fee / account holder | $3,628 | $9,275-60.9% | $7,510-51.7% | $4,888-25.8% |