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 | $10,637 | $71,883-85.2% | $86,677-87.7% | $68,494-84.5% |
| Participation rate | 96.8% | 72.2%+24.6pp | 76.6%+20.2pp | 67.9%+28.9pp |
| Annual return | -15.61% | 3.52%-19.1pp | 35.91%-51.5pp | -7.84%-7.8pp |
| Employer contribution / active EE | $1,865 | $2,173-14.1% | $2,836-34.2% | $2,596-28.2% |
| Participant deferral / active EE | $3,984 | $3,779+5.4% | $4,656-14.4% | $4,027-1.1% |
| Admin fee / account holder | $1,663 | $6,112-72.8% | $7,493-77.8% | $5,403-69.2% |