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 | $14,520 | $160,055-90.9% | $140,016-89.6% | $135,375-89.3% |
| Participation rate | 83.3% | 88.5%-5.2pp | 87.5%-4.2pp | 82.6%+0.7pp |
| Annual return | 151.76% | 911.38%-759.6pp | 651.12%-499.4pp | 519.73%-368.0pp |
| Employer contribution / active EE | $1,771 | $6,420-72.4% | $5,606-68.4% | $4,779-62.9% |
| Participant deferral / active EE | $5,054 | $7,642-33.9% | $6,927-27.0% | $5,609-9.9% |
| Admin fee / account holder | $889 | $13,328-93.3% | $10,705-91.7% | $10,827-91.8% |