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 | $22,014 | $167,484-86.9% | $151,611-85.5% | $134,475-83.6% |
| Participation rate | 83.3% | 88.4%-5.0pp | 87.5%-4.2pp | 81.2%+2.1pp |
| Annual return | -7.41% | 7.80%-15.2pp | 3.33%-10.7pp | 417.96%-425.4pp |
| Employer contribution / active EE | $2,516 | $6,829-63.2% | $6,166-59.2% | $4,740-46.9% |
| Participant deferral / active EE | $8,644 | $8,986-3.8% | $8,363+3.4% | $6,400+35.1% |
| Admin fee / account holder | $43,355 | $13,783+214.6% | $11,616+273.2% | $11,426+279.4% |