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 | $21,081 | $62,586-66.3% | $76,768-72.5% | $64,186-67.2% |
| Participation rate | 91.2% | 72.8%+18.4pp | 77.0%+14.3pp | 69.6%+21.7pp |
| Annual return | -7.45% | -1.95%-5.5pp | 2.43%-9.9pp | 7.63%-15.1pp |
| Employer contribution / active EE | $2,675 | $1,832+46.0% | $2,485+7.7% | $2,381+12.4% |
| Participant deferral / active EE | $1,467 | $3,145-53.3% | $3,852-61.9% | $3,470-57.7% |
| Admin fee / account holder | $6,049 | $4,667+29.6% | $6,675-9.4% | $4,888+23.8% |