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 | $18,782 | $77,813-75.9% | $123,544-84.8% | $64,186-70.7% |
| Participation rate | 98.8% | 74.7%+24.0pp | 82.3%+16.5pp | 69.6%+29.2pp |
| Annual return | -6.34% | 12.48%-18.8pp | 119.20%-125.5pp | 7.63%-14.0pp |
| Employer contribution / active EE | $1,344 | $3,014-55.4% | $4,628-71.0% | $2,381-43.5% |
| Participant deferral / active EE | $2,427 | $5,240-53.7% | $6,426-62.2% | $3,470-30.0% |
| Admin fee / account holder | $2,287 | $5,519-58.6% | $9,284-75.4% | $4,888-53.2% |