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 | $15,089 | $150,440-90.0% | $136,294-88.9% | $147,584-89.8% |
| Participation rate | 85.7% | 84.4%+1.3pp | 81.9%+3.8pp | 82.8%+2.9pp |
| Annual return | 41.57% | 1049.08%-1007.5pp | 5155.94%-5114.4pp | 578.55%-537.0pp |
| Employer contribution / active EE | $3,792 | $5,256-27.9% | $4,695-19.2% | $4,876-22.2% |
| Participant deferral / active EE | $12,504 | $6,630+88.6% | $6,247+100.2% | $5,439+129.9% |
| Admin fee / account holder | $2,121 | $10,905-80.6% | $9,243-77.1% | $10,885-80.5% |