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 | $23,737 | $150,440-84.2% | $136,294-82.6% | $147,584-83.9% |
| Participation rate | 93.8% | 84.4%+9.3pp | 81.9%+11.8pp | 82.8%+10.9pp |
| Annual return | 33.80% | 1049.08%-1015.3pp | 5155.94%-5122.1pp | 578.55%-544.7pp |
| Employer contribution / active EE | $6,043 | $5,256+15.0% | $4,695+28.7% | $4,876+23.9% |
| Participant deferral / active EE | $7,743 | $6,630+16.8% | $6,247+24.0% | $5,439+42.4% |
| Admin fee / account holder | $3,445 | $10,905-68.4% | $9,243-62.7% | $10,885-68.3% |