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 | $13,271 | $105,998-87.5% | $92,233-85.6% | $147,584-91.0% |
| Participation rate | 84.2% | 80.4%+3.8pp | 76.5%+7.7pp | 82.8%+1.4pp |
| Annual return | 33.02% | 50.05%-17.0pp | 176.28%-143.3pp | 578.55%-545.5pp |
| Employer contribution / active EE | $2,017 | $4,333-53.5% | $3,679-45.2% | $4,876-58.6% |
| Participant deferral / active EE | $3,300 | $4,478-26.3% | $3,897-15.3% | $5,439-39.3% |
| Admin fee / account holder | $1,056 | $6,332-83.3% | $5,194-79.7% | $10,885-90.3% |