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 | $9,311 | $76,000-87.7% | $154,107-94.0% | $64,186-85.5% |
| Participation rate | 98.7% | 70.4%+28.3pp | 83.0%+15.7pp | 69.6%+29.1pp |
| Annual return | -6.56% | 30.32%-36.9pp | 735.12%-741.7pp | 7.63%-14.2pp |
| Employer contribution / active EE | $1,364 | $3,351-59.3% | $5,298-74.3% | $2,381-42.7% |
| Participant deferral / active EE | $3,167 | $3,175-0.2% | $5,081-37.7% | $3,470-8.7% |
| Admin fee / account holder | $1,104 | $5,596-80.3% | $13,411-91.8% | $4,888-77.4% |