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 | $22,220 | $150,440-85.2% | $136,294-83.7% | $147,584-84.9% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 20.69% | 1049.08%-1028.4pp | 5155.94%-5135.2pp | 578.55%-557.9pp |
| Employer contribution / active EE | $3,028 | $5,256-42.4% | $4,695-35.5% | $4,876-37.9% |
| Participant deferral / active EE | $4,243 | $6,630-36.0% | $6,247-32.1% | $5,439-22.0% |
| Admin fee / account holder | $592 | $10,905-94.6% | $9,243-93.6% | $10,885-94.6% |