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 | $17,118 | $78,694-78.2% | $67,652-74.7% | $125,391-86.3% |
| Participation rate | 77.8% | 78.8%-1.0pp | 75.7%+2.1pp | 83.2%-5.4pp |
| Annual return | -0.72% | 9.46%-10.2pp | 6625.04%-6625.8pp | 282.22%-282.9pp |
| Employer contribution / active EE | $0 | $3,044-100.0% | $2,266-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,792 | $4,292-58.2% | $3,560-49.7% | $5,352-66.5% |
| Admin fee / account holder | $410 | $7,403-94.5% | $4,821-91.5% | $9,540-95.7% |