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 | $14,406 | $56,357-74.4% | $104,294-86.2% | $68,494-79.0% |
| Participation rate | 97.1% | 63.3%+33.8pp | 73.3%+23.8pp | 67.9%+29.2pp |
| Annual return | -15.63% | -9.19%-6.4pp | 24.61%-40.2pp | -7.84%-7.8pp |
| Employer contribution / active EE | $1,787 | $1,960-8.8% | $3,372-47.0% | $2,596-31.2% |
| Participant deferral / active EE | $2,560 | $3,077-16.8% | $4,625-44.6% | $4,027-36.4% |
| Admin fee / account holder | $1,406 | $4,903-71.3% | $7,339-80.8% | $5,403-74.0% |