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 | $9,969 | $150,440-93.4% | $136,294-92.7% | $147,584-93.2% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 30.51% | 1049.08%-1018.6pp | 5155.94%-5125.4pp | 578.55%-548.0pp |
| Employer contribution / active EE | $3,814 | $5,256-27.4% | $4,695-18.8% | $4,876-21.8% |
| Participant deferral / active EE | $5,882 | $6,630-11.3% | $6,247-5.8% | $5,439+8.2% |
| Admin fee / account holder | $2,858 | $10,905-73.8% | $9,243-69.1% | $10,885-73.7% |