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 | $11,190 | $99,020-88.7% | $86,590-87.1% | $147,584-92.4% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 51.45% | 1312.34%-1260.9pp | 964.84%-913.4pp | 578.55%-527.1pp |
| Employer contribution / active EE | $4,923 | $3,132+57.2% | $2,839+73.4% | $4,876+1.0% |
| Participant deferral / active EE | $4,094 | $3,972+3.1% | $3,609+13.5% | $5,439-24.7% |
| Admin fee / account holder | $1,527 | $5,710-73.3% | $4,906-68.9% | $10,885-86.0% |