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 3-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 | $13,080 | $83,902-84.4% | $167,512-92.2% | $84,808-84.6% |
| Participation rate | 100.0% | 66.5%+33.5pp | 77.1%+22.9pp | 68.3%+31.7pp |
| Annual return | 26.02% | 91.55%-65.5pp | 1615.79%-1589.8pp | 40.90%-14.9pp |
| Employer contribution / active EE | $1,386 | $2,264-38.8% | $3,882-64.3% | $2,631-47.3% |
| Participant deferral / active EE | $6,074 | $4,442+36.7% | $6,405-5.2% | $4,212+44.2% |
| Admin fee / account holder | $370 | $7,915-95.3% | $9,769-96.2% | $7,344-95.0% |