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 | $20,146 | $171,865-88.3% | $149,718-86.5% | $147,584-86.3% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 13.58% | 2113.22%-2099.6pp | 1501.63%-1488.0pp | 578.55%-565.0pp |
| Employer contribution / active EE | $6,573 | $6,275+4.7% | $5,445+20.7% | $4,876+34.8% |
| Participant deferral / active EE | $2,689 | $7,271-63.0% | $6,569-59.1% | $5,439-50.6% |
| Admin fee / account holder | $514 | $13,799-96.3% | $11,283-95.4% | $10,885-95.3% |