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 4-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 | $15,634 | $82,664-81.1% | $125,339-87.5% | $68,494-77.2% |
| Participation rate | 70.7% | 75.0%-4.4pp | 82.4%-11.7pp | 67.9%+2.8pp |
| Annual return | 0.00% | -5.97%+6.0pp | 572.05%-572.1pp | -7.84%+7.8pp |
| Employer contribution / active EE | $2,337 | $3,381-30.9% | $4,814-51.4% | $2,596-10.0% |
| Participant deferral / active EE | $4,067 | $6,110-33.4% | $7,446-45.4% | $4,027+1.0% |
| Admin fee / account holder | $3,310 | $6,275-47.3% | $10,010-66.9% | $5,403-38.7% |