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 3-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 | $11,089 | $111,724-90.1% | $93,606-88.2% | $145,922-92.4% |
| Participation rate | 92.9% | 74.2%+18.6pp | 68.7%+24.1pp | 80.3%+12.6pp |
| Annual return | 432.07% | 202.98%+229.1pp | 133.20%+298.9pp | 561.29%-129.2pp |
| Employer contribution / active EE | $1,279 | $3,090-58.6% | $2,420-47.2% | $4,660-72.6% |
| Participant deferral / active EE | $1,893 | $4,912-61.5% | $4,411-57.1% | $6,688-71.7% |
| Admin fee / account holder | $730 | $10,250-92.9% | $8,285-91.2% | $13,397-94.5% |