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 | $18,698 | $150,440-87.6% | $136,294-86.3% | $147,584-87.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 157.07% | 1049.08%-892.0pp | 5155.94%-4998.9pp | 578.55%-421.5pp |
| Employer contribution / active EE | $7,678 | $5,256+46.1% | $4,695+63.5% | $4,876+57.5% |
| Participant deferral / active EE | $7,896 | $6,630+19.1% | $6,247+26.4% | $5,439+45.2% |
| Admin fee / account holder | $7,251 | $10,905-33.5% | $9,243-21.6% | $10,885-33.4% |