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 | $16,826 | $62,586-73.1% | $76,768-78.1% | $64,186-73.8% |
| Participation rate | 92.4% | 72.8%+19.6pp | 77.0%+15.5pp | 69.6%+22.9pp |
| Annual return | -5.65% | -1.95%-3.7pp | 2.43%-8.1pp | 7.63%-13.3pp |
| Employer contribution / active EE | $1,895 | $1,832+3.4% | $2,485-23.8% | $2,381-20.4% |
| Participant deferral / active EE | $2,532 | $3,145-19.5% | $3,852-34.3% | $3,470-27.0% |
| Admin fee / account holder | $1,853 | $4,667-60.3% | $6,675-72.2% | $4,888-62.1% |