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 6-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 | $20,034 | $110,094-81.8% | $151,611-86.8% | $68,494-70.8% |
| Participation rate | 86.5% | 84.0%+2.5pp | 87.5%-1.0pp | 67.9%+18.6pp |
| Annual return | -16.47% | -10.12%-6.4pp | 3.33%-19.8pp | -7.84%-8.6pp |
| Employer contribution / active EE | $0 | $4,471-100.0% | $6,166-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $5,033 | $6,527-22.9% | $8,363-39.8% | $4,027+25.0% |
| Admin fee / account holder | $886 | $7,719-88.5% | $11,616-92.4% | $5,403-83.6% |