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 7-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 | $13,839 | $105,998-86.9% | $92,233-85.0% | $147,584-90.6% |
| Participation rate | 90.9% | 80.4%+10.5pp | 76.5%+14.4pp | 82.8%+8.1pp |
| Annual return | 28.84% | 50.05%-21.2pp | 176.28%-147.4pp | 578.55%-549.7pp |
| Employer contribution / active EE | $2,063 | $4,333-52.4% | $3,679-43.9% | $4,876-57.7% |
| Participant deferral / active EE | $3,787 | $4,478-15.4% | $3,897-2.8% | $5,439-30.4% |
| Admin fee / account holder | $383 | $6,332-93.9% | $5,194-92.6% | $10,885-96.5% |