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 | $14,915 | $150,440-90.1% | $136,294-89.1% | $147,584-89.9% |
| Participation rate | 91.7% | 84.4%+7.2pp | 81.9%+9.7pp | 82.8%+8.8pp |
| Annual return | 37.01% | 1049.08%-1012.1pp | 5155.94%-5118.9pp | 578.55%-541.5pp |
| Employer contribution / active EE | $3,183 | $5,256-39.4% | $4,695-32.2% | $4,876-34.7% |
| Participant deferral / active EE | $5,805 | $6,630-12.4% | $6,247-7.1% | $5,439+6.7% |
| Admin fee / account holder | $2,659 | $10,905-75.6% | $9,243-71.2% | $10,885-75.6% |