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 | $14,822 | $86,699-82.9% | $73,307-79.8% | $125,391-88.2% |
| Participation rate | 77.8% | 78.6%-0.8pp | 74.9%+2.9pp | 83.2%-5.4pp |
| Annual return | -2.96% | 2.78%-5.7pp | 5.67%-8.6pp | 282.22%-285.2pp |
| Employer contribution / active EE | $1,830 | $4,152-55.9% | $3,237-43.5% | $4,866-62.4% |
| Participant deferral / active EE | $4,474 | $5,550-19.4% | $4,991-10.4% | $5,352-16.4% |
| Admin fee / account holder | $4,095 | $7,771-47.3% | $5,637-27.3% | $9,540-57.1% |