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 | $5,912 | $105,998-94.4% | $92,233-93.6% | $147,584-96.0% |
| Participation rate | 73.7% | 80.4%-6.7pp | 76.5%-2.8pp | 82.8%-9.1pp |
| Annual return | 32.87% | 50.05%-17.2pp | 176.28%-143.4pp | 578.55%-545.7pp |
| Employer contribution / active EE | $1,722 | $4,333-60.2% | $3,679-53.2% | $4,876-64.7% |
| Participant deferral / active EE | $1,993 | $4,478-55.5% | $3,897-48.9% | $5,439-63.4% |
| Admin fee / account holder | $328 | $6,332-94.8% | $5,194-93.7% | $10,885-97.0% |