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 | $17,599 | $50,958-65.5% | $74,550-76.4% | $64,186-72.6% |
| Participation rate | 90.2% | 61.1%+29.2pp | 69.1%+21.1pp | 69.6%+20.6pp |
| Annual return | -1.93% | -1.86%-0.1pp | 32.53%-34.5pp | 7.63%-9.6pp |
| Employer contribution / active EE | $217 | $1,115-80.5% | $1,961-88.9% | $2,381-90.9% |
| Participant deferral / active EE | $1,868 | $2,301-18.8% | $3,108-39.9% | $3,470-46.2% |
| Admin fee / account holder | $874 | $4,223-79.3% | $5,060-82.7% | $4,888-82.1% |