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 | $16,491 | $82,664-80.0% | $125,339-86.8% | $68,494-75.9% |
| Participation rate | 98.8% | 75.0%+23.7pp | 82.4%+16.4pp | 67.9%+30.9pp |
| Annual return | -17.49% | -5.97%-11.5pp | 572.05%-589.5pp | -7.84%-9.6pp |
| Employer contribution / active EE | $2,694 | $3,381-20.3% | $4,814-44.0% | $2,596+3.8% |
| Participant deferral / active EE | $6,430 | $6,110+5.2% | $7,446-13.7% | $4,027+59.7% |
| Admin fee / account holder | $3,535 | $6,275-43.7% | $10,010-64.7% | $5,403-34.6% |