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 9-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 | $13,700 | $82,664-83.4% | $125,339-89.1% | $68,494-80.0% |
| Participation rate | 87.9% | 75.0%+12.8pp | 82.4%+5.5pp | 67.9%+20.0pp |
| Annual return | -12.50% | -5.97%-6.5pp | 572.05%-584.6pp | -7.84%-4.7pp |
| Employer contribution / active EE | $786 | $3,381-76.8% | $4,814-83.7% | $2,596-69.7% |
| Participant deferral / active EE | $4,307 | $6,110-29.5% | $7,446-42.2% | $4,027+6.9% |
| Admin fee / account holder | $718 | $6,275-88.6% | $10,010-92.8% | $5,403-86.7% |