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 | $17,416 | $131,829-86.8% | $108,579-84.0% | $273,961-93.6% |
| Participation rate | 76.9% | 83.5%-6.5pp | 79.6%-2.6pp | 83.0%-6.1pp |
| Annual return | 16.83% | -91.57%+108.4pp | -51.70%+68.5pp | 41.45%-24.6pp |
| Employer contribution / active EE | $1,834 | $4,912-62.7% | $3,758-51.2% | $4,869-62.3% |
| Participant deferral / active EE | $4,901 | $5,127-4.4% | $4,311+13.7% | $5,287-7.3% |
| Admin fee / account holder | $601 | $10,252-94.1% | $7,645-92.1% | $10,132-94.1% |