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 | $19,184 | $72,404-73.5% | $110,238-82.6% | $64,186-70.1% |
| Participation rate | 84.6% | 73.3%+11.3pp | 79.8%+4.8pp | 69.6%+15.0pp |
| Annual return | -2.36% | -6.29%+3.9pp | 314.74%-317.1pp | 7.63%-10.0pp |
| Employer contribution / active EE | $1,568 | $2,282-31.3% | $3,826-59.0% | $2,381-34.1% |
| Participant deferral / active EE | $2,557 | $3,469-26.3% | $4,672-45.3% | $3,470-26.3% |
| Admin fee / account holder | $1,018 | $5,664-82.0% | $8,547-88.1% | $4,888-79.2% |