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 7-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 | $13,435 | $202,318-93.4% | $172,739-92.2% | $152,861-91.2% |
| Participation rate | 84.6% | 87.1%-2.4pp | 82.6%+2.0pp | 82.4%+2.2pp |
| Annual return | 129.92% | 1029.65%-899.7pp | 802.84%-672.9pp | 345.32%-215.4pp |
| Employer contribution / active EE | $2,438 | $5,856-58.4% | $5,143-52.6% | $4,762-48.8% |
| Participant deferral / active EE | $4,152 | $5,948-30.2% | $5,198-20.1% | $5,850-29.0% |
| Admin fee / account holder | $6,234 | $17,109-63.6% | $13,954-55.3% | $11,596-46.2% |