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 | $10,041 | $69,010-85.4% | $159,960-93.7% | $68,494-85.3% |
| Participation rate | 91.9% | 65.4%+26.5pp | 78.0%+13.9pp | 67.9%+24.0pp |
| Annual return | -10.93% | -9.65%-1.3pp | 408.60%-419.5pp | -7.84%-3.1pp |
| Employer contribution / active EE | $1,810 | $2,213-18.2% | $4,226-57.2% | $2,596-30.3% |
| Participant deferral / active EE | $5,267 | $4,212+25.0% | $6,182-14.8% | $4,027+30.8% |
| Admin fee / account holder | $1,621 | $4,798-66.2% | $8,698-81.4% | $5,403-70.0% |