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 | $11,650 | $138,044-91.6% | $125,339-90.7% | $134,475-91.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -14.41% | 750.33%-764.7pp | 572.05%-586.5pp | 417.96%-432.4pp |
| Employer contribution / active EE | $3,975 | $5,243-24.2% | $4,814-17.4% | $4,740-16.1% |
| Participant deferral / active EE | $11,038 | $7,799+41.5% | $7,446+48.2% | $6,400+72.5% |
| Admin fee / account holder | $37,692 | $11,571+225.7% | $10,010+276.6% | $11,426+229.9% |