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 | $18,468 | $167,307-89.0% | $143,757-87.2% | $134,475-86.3% |
| Participation rate | 93.8% | 84.8%+8.9pp | 80.3%+13.4pp | 81.2%+12.5pp |
| Annual return | -13.36% | 0.46%-13.8pp | -0.04%-13.3pp | 417.96%-431.3pp |
| Employer contribution / active EE | $1,743 | $5,619-69.0% | $4,951-64.8% | $4,740-63.2% |
| Participant deferral / active EE | $2,800 | $6,446-56.6% | $5,637-50.3% | $6,400-56.2% |
| Admin fee / account holder | $3,368 | $18,088-81.4% | $14,673-77.0% | $11,426-70.5% |