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 5-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 | $14,225 | $82,664-82.8% | $125,339-88.7% | $68,494-79.2% |
| Participation rate | 94.6% | 75.0%+19.6pp | 82.4%+12.2pp | 67.9%+26.7pp |
| Annual return | 2.07% | -5.97%+8.0pp | 572.05%-570.0pp | -7.84%+9.9pp |
| Employer contribution / active EE | $2,257 | $3,381-33.2% | $4,814-53.1% | $2,596-13.1% |
| Participant deferral / active EE | $3,779 | $6,110-38.2% | $7,446-49.2% | $4,027-6.2% |
| Admin fee / account holder | $335 | $6,275-94.7% | $10,010-96.7% | $5,403-93.8% |