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 | $19,951 | $62,586-68.1% | $76,768-74.0% | $64,186-68.9% |
| Participation rate | 76.6% | 72.8%+3.8pp | 77.0%-0.4pp | 69.6%+7.0pp |
| Annual return | -3.02% | -1.95%-1.1pp | 2.43%-5.5pp | 7.63%-10.7pp |
| Employer contribution / active EE | $1,244 | $1,832-32.1% | $2,485-49.9% | $2,381-47.8% |
| Participant deferral / active EE | $2,733 | $3,145-13.1% | $3,852-29.0% | $3,470-21.2% |
| Admin fee / account holder | $1,232 | $4,667-73.6% | $6,675-81.5% | $4,888-74.8% |