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 | $8,802 | $53,162-83.4% | $91,220-90.4% | $68,494-87.1% |
| Participation rate | 93.6% | 63.2%+30.4pp | 73.2%+20.4pp | 67.9%+25.7pp |
| Annual return | -16.08% | -3.14%-12.9pp | 114.01%-130.1pp | -7.84%-8.2pp |
| Employer contribution / active EE | $978 | $1,709-42.8% | $2,850-65.7% | $2,596-62.3% |
| Participant deferral / active EE | $2,435 | $2,974-18.1% | $4,234-42.5% | $4,027-39.5% |
| Admin fee / account holder | $814 | $4,493-81.9% | $5,420-85.0% | $5,403-84.9% |