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 | $16,041 | $82,664-80.6% | $125,339-87.2% | $68,494-76.6% |
| Participation rate | 75.9% | 75.0%+0.8pp | 82.4%-6.5pp | 67.9%+8.0pp |
| Annual return | 104.94% | -5.97%+110.9pp | 572.05%-467.1pp | -7.84%+112.8pp |
| Employer contribution / active EE | $2,385 | $3,381-29.5% | $4,814-50.5% | $2,596-8.1% |
| Participant deferral / active EE | $5,149 | $6,110-15.7% | $7,446-30.9% | $4,027+27.9% |
| Admin fee / account holder | $1,845 | $6,275-70.6% | $10,010-81.6% | $5,403-65.9% |