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 | $6,845 | $73,867-90.7% | $143,757-95.2% | $68,494-90.0% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -15.55% | 1.01%-16.6pp | -0.04%-15.5pp | -7.84%-7.7pp |
| Employer contribution / active EE | $813 | $3,184-74.5% | $4,951-83.6% | $2,596-68.7% |
| Participant deferral / active EE | $1,735 | $3,384-48.7% | $5,637-69.2% | $4,027-56.9% |
| Admin fee / account holder | $4,834 | $5,755-16.0% | $14,673-67.1% | $5,403-10.5% |