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 | $33,112 | $171,865-80.7% | $149,718-77.9% | $147,584-77.6% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 25.05% | 2113.22%-2088.2pp | 1501.63%-1476.6pp | 578.55%-553.5pp |
| Employer contribution / active EE | $4,442 | $6,275-29.2% | $5,445-18.4% | $4,876-8.9% |
| Participant deferral / active EE | $8,383 | $7,271+15.3% | $6,569+27.6% | $5,439+54.1% |
| Admin fee / account holder | $420 | $13,799-97.0% | $11,283-96.3% | $10,885-96.1% |