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 | $16,503 | $167,484-90.1% | $151,611-89.1% | $134,475-87.7% |
| Participation rate | 71.4% | 88.4%-17.0pp | 87.5%-16.1pp | 81.2%-9.8pp |
| Annual return | -20.33% | 7.80%-28.1pp | 3.33%-23.7pp | 417.96%-438.3pp |
| Employer contribution / active EE | $2,201 | $6,829-67.8% | $6,166-64.3% | $4,740-53.6% |
| Participant deferral / active EE | $3,316 | $8,986-63.1% | $8,363-60.4% | $6,400-48.2% |
| Admin fee / account holder | $817 | $13,783-94.1% | $11,616-93.0% | $11,426-92.8% |