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 5-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 | $6,459 | $56,357-88.5% | $104,294-93.8% | $68,494-90.6% |
| Participation rate | 83.3% | 63.3%+20.1pp | 73.3%+10.1pp | 67.9%+15.4pp |
| Annual return | -3.63% | -9.19%+5.6pp | 24.61%-28.2pp | -7.84%+4.2pp |
| Employer contribution / active EE | $1,384 | $1,960-29.4% | $3,372-58.9% | $2,596-46.7% |
| Participant deferral / active EE | $2,165 | $3,077-29.6% | $4,625-53.2% | $4,027-46.2% |
| Admin fee / account holder | $1,373 | $4,903-72.0% | $7,339-81.3% | $5,403-74.6% |