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 | $24,083 | $72,404-66.7% | $110,238-78.2% | $64,186-62.5% |
| Participation rate | 93.8% | 73.3%+20.4pp | 79.8%+13.9pp | 69.6%+24.2pp |
| Annual return | -6.43% | -6.29%-0.1pp | 314.74%-321.2pp | 7.63%-14.1pp |
| Employer contribution / active EE | $2,193 | $2,282-3.9% | $3,826-42.7% | $2,381-7.9% |
| Participant deferral / active EE | $4,087 | $3,469+17.8% | $4,672-12.5% | $3,470+17.8% |
| Admin fee / account holder | $3,816 | $5,664-32.6% | $8,547-55.4% | $4,888-21.9% |