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 | $17,303 | $71,883-75.9% | $86,677-80.0% | $68,494-74.7% |
| Participation rate | 80.0% | 72.2%+7.8pp | 76.6%+3.4pp | 67.9%+12.1pp |
| Annual return | -13.78% | 3.52%-17.3pp | 35.91%-49.7pp | -7.84%-5.9pp |
| Employer contribution / active EE | $2,061 | $2,173-5.1% | $2,836-27.3% | $2,596-20.6% |
| Participant deferral / active EE | $3,544 | $3,779-6.2% | $4,656-23.9% | $4,027-12.0% |
| Admin fee / account holder | $1,947 | $6,112-68.1% | $7,493-74.0% | $5,403-64.0% |