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 | $13,525 | $180,449-92.5% | $154,107-91.2% | $135,375-90.0% |
| Participation rate | 86.4% | 87.4%-1.1pp | 83.0%+3.3pp | 82.6%+3.7pp |
| Annual return | -8.27% | 888.09%-896.4pp | 735.12%-743.4pp | 519.73%-528.0pp |
| Employer contribution / active EE | $1,446 | $6,035-76.0% | $5,298-72.7% | $4,779-69.7% |
| Participant deferral / active EE | $2,211 | $5,806-61.9% | $5,081-56.5% | $5,609-60.6% |
| Admin fee / account holder | $1,941 | $16,143-88.0% | $13,411-85.5% | $10,827-82.1% |