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 | $15,969 | $131,829-87.9% | $108,579-85.3% | $273,961-94.2% |
| Participation rate | 90.9% | 83.5%+7.5pp | 79.6%+11.3pp | 83.0%+7.9pp |
| Annual return | 7.95% | -91.57%+99.5pp | -51.70%+59.6pp | 41.45%-33.5pp |
| Employer contribution / active EE | $1,608 | $4,912-67.3% | $3,758-57.2% | $4,869-67.0% |
| Participant deferral / active EE | $4,590 | $5,127-10.5% | $4,311+6.5% | $5,287-13.2% |
| Admin fee / account holder | $539 | $10,252-94.7% | $7,645-93.0% | $10,132-94.7% |