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 | $18,063 | $72,177-75.0% | $115,037-84.3% | $59,632-69.7% |
| Participation rate | 94.2% | 72.6%+21.7pp | 81.4%+12.9pp | 68.7%+25.6pp |
| Annual return | -1.67% | 12.02%-13.7pp | 26.14%-27.8pp | 2041.28%-2043.0pp |
| Employer contribution / active EE | $1,347 | $2,841-52.6% | $4,608-70.8% | $2,203-38.9% |
| Participant deferral / active EE | $2,719 | $4,783-43.2% | $6,026-54.9% | $3,192-14.8% |
| Admin fee / account holder | $1,353 | $4,927-72.5% | $8,175-83.5% | $4,297-68.5% |