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 | $13,588 | $131,829-89.7% | $108,579-87.5% | $273,961-95.0% |
| Participation rate | 81.0% | 83.5%-2.5pp | 79.6%+1.4pp | 83.0%-2.1pp |
| Annual return | 0.00% | -91.57%+91.6pp | -51.70%+51.7pp | 41.45%-41.5pp |
| Employer contribution / active EE | $2,901 | $4,912-40.9% | $3,758-22.8% | $4,869-40.4% |
| Participant deferral / active EE | $7,649 | $5,127+49.2% | $4,311+77.4% | $5,287+44.7% |
| Admin fee / account holder | $685 | $10,252-93.3% | $7,645-91.0% | $10,132-93.2% |