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 | $20,601 | $71,883-71.3% | $86,677-76.2% | $68,494-69.9% |
| Participation rate | 73.1% | 72.2%+0.8pp | 76.6%-3.5pp | 67.9%+5.2pp |
| Annual return | -11.02% | 3.52%-14.5pp | 35.91%-46.9pp | -7.84%-3.2pp |
| Employer contribution / active EE | $848 | $2,173-61.0% | $2,836-70.1% | $2,596-67.4% |
| Participant deferral / active EE | $2,105 | $3,779-44.3% | $4,656-54.8% | $4,027-47.7% |
| Admin fee / account holder | $1,183 | $6,112-80.6% | $7,493-84.2% | $5,403-78.1% |