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 | $20,900 | $72,404-71.1% | $110,238-81.0% | $64,186-67.4% |
| Participation rate | 87.5% | 73.3%+14.2pp | 79.8%+7.7pp | 69.6%+17.9pp |
| Annual return | -6.61% | -6.29%-0.3pp | 314.74%-321.4pp | 7.63%-14.2pp |
| Employer contribution / active EE | $968 | $2,282-57.6% | $3,826-74.7% | $2,381-59.4% |
| Participant deferral / active EE | $2,115 | $3,469-39.0% | $4,672-54.7% | $3,470-39.1% |
| Admin fee / account holder | $1,382 | $5,664-75.6% | $8,547-83.8% | $4,888-71.7% |