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 | $22,302 | $110,094-79.7% | $151,611-85.3% | $68,494-67.4% |
| Participation rate | 77.1% | 84.0%-6.9pp | 87.5%-10.4pp | 67.9%+9.2pp |
| Annual return | -16.39% | -10.12%-6.3pp | 3.33%-19.7pp | -7.84%-8.5pp |
| Employer contribution / active EE | $2,059 | $4,471-53.9% | $6,166-66.6% | $2,596-20.7% |
| Participant deferral / active EE | $5,422 | $6,527-16.9% | $8,363-35.2% | $4,027+34.6% |
| Admin fee / account holder | $1,451 | $7,719-81.2% | $11,616-87.5% | $5,403-73.1% |