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 | $18,380 | $50,958-63.9% | $74,550-75.3% | $64,186-71.4% |
| Participation rate | 91.2% | 61.1%+30.1pp | 69.1%+22.0pp | 69.6%+21.6pp |
| Annual return | -5.65% | -1.86%-3.8pp | 32.53%-38.2pp | 7.63%-13.3pp |
| Employer contribution / active EE | $333 | $1,115-70.1% | $1,961-83.0% | $2,381-86.0% |
| Participant deferral / active EE | $1,713 | $2,301-25.6% | $3,108-44.9% | $3,470-50.6% |
| Admin fee / account holder | $586 | $4,223-86.1% | $5,060-88.4% | $4,888-88.0% |