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 | $20,798 | $61,660-66.3% | $80,019-74.0% | $64,186-67.6% |
| Participation rate | 81.3% | 71.7%+9.6pp | 75.8%+5.4pp | 69.6%+11.7pp |
| Annual return | -6.12% | -0.33%-5.8pp | 11.22%-17.3pp | 7.63%-13.8pp |
| Employer contribution / active EE | $1,929 | $1,810+6.6% | $2,468-21.8% | $2,381-19.0% |
| Participant deferral / active EE | $4,038 | $2,968+36.1% | $3,686+9.6% | $3,470+16.4% |
| Admin fee / account holder | $1,215 | $5,417-77.6% | $6,521-81.4% | $4,888-75.1% |