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 | $19,411 | $77,813-75.1% | $123,544-84.3% | $64,186-69.8% |
| Participation rate | 75.0% | 74.7%+0.3pp | 82.3%-7.3pp | 69.6%+5.4pp |
| Annual return | -7.73% | 12.48%-20.2pp | 119.20%-126.9pp | 7.63%-15.4pp |
| Employer contribution / active EE | $2,718 | $3,014-9.8% | $4,628-41.3% | $2,381+14.2% |
| Participant deferral / active EE | $4,922 | $5,240-6.1% | $6,426-23.4% | $3,470+41.8% |
| Admin fee / account holder | $2,836 | $5,519-48.6% | $9,284-69.5% | $4,888-42.0% |