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 | $2,000 | $57,281-96.5% | $86,612-97.7% | $75,163-97.3% |
| Participation rate | 78.0% | 63.2%+14.8pp | 71.7%+6.3pp | 67.2%+10.8pp |
| Annual return | 18.59% | 2670.75%-2652.2pp | 591.07%-572.5pp | 160.62%-142.0pp |
| Employer contribution / active EE | $0 | $2,314-100.0% | $3,022-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,164 | $3,318-64.9% | $4,438-73.8% | $4,125-71.8% |
| Admin fee / account holder | $318 | $4,112-92.3% | $5,614-94.3% | $5,651-94.4% |