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 | $33,203 | $171,865-80.7% | $149,718-77.8% | $147,584-77.5% |
| Participation rate | 85.7% | 88.2%-2.5pp | 87.1%-1.4pp | 82.8%+2.9pp |
| Annual return | 21.23% | 2113.22%-2092.0pp | 1501.63%-1480.4pp | 578.55%-557.3pp |
| Employer contribution / active EE | $3,955 | $6,275-37.0% | $5,445-27.4% | $4,876-18.9% |
| Participant deferral / active EE | $9,451 | $7,271+30.0% | $6,569+43.9% | $5,439+73.8% |
| Admin fee / account holder | $608 | $13,799-95.6% | $11,283-94.6% | $10,885-94.4% |