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 | $24,245 | $72,404-66.5% | $110,238-78.0% | $64,186-62.2% |
| Participation rate | 88.9% | 73.3%+15.6pp | 79.8%+9.1pp | 69.6%+19.3pp |
| Annual return | -7.68% | -6.29%-1.4pp | 314.74%-322.4pp | 7.63%-15.3pp |
| Employer contribution / active EE | $2,407 | $2,282+5.5% | $3,826-37.1% | $2,381+1.1% |
| Participant deferral / active EE | $3,136 | $3,469-9.6% | $4,672-32.9% | $3,470-9.6% |
| Admin fee / account holder | $1,038 | $5,664-81.7% | $8,547-87.9% | $4,888-78.8% |