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 | $13,927 | $50,958-72.7% | $74,550-81.3% | $64,186-78.3% |
| Participation rate | 71.1% | 61.1%+10.0pp | 69.1%+1.9pp | 69.6%+1.5pp |
| Annual return | -6.55% | -1.86%-4.7pp | 32.53%-39.1pp | 7.63%-14.2pp |
| Employer contribution / active EE | $1,424 | $1,115+27.7% | $1,961-27.4% | $2,381-40.2% |
| Participant deferral / active EE | $2,603 | $2,301+13.1% | $3,108-16.2% | $3,470-25.0% |
| Admin fee / account holder | $476 | $4,223-88.7% | $5,060-90.6% | $4,888-90.3% |