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 | $15,444 | $105,998-85.4% | $92,233-83.3% | $147,584-89.5% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 27.94% | 50.05%-22.1pp | 176.28%-148.3pp | 578.55%-550.6pp |
| Employer contribution / active EE | $3,457 | $4,333-20.2% | $3,679-6.0% | $4,876-29.1% |
| Participant deferral / active EE | $4,411 | $4,478-1.5% | $3,897+13.2% | $5,439-18.9% |
| Admin fee / account holder | $1,616 | $6,332-74.5% | $5,194-68.9% | $10,885-85.2% |