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 | $13,118 | $150,440-91.3% | $136,294-90.4% | $147,584-91.1% |
| Participation rate | 76.5% | 84.4%-8.0pp | 81.9%-5.5pp | 82.8%-6.4pp |
| Annual return | 17.06% | 1049.08%-1032.0pp | 5155.94%-5138.9pp | 578.55%-561.5pp |
| Employer contribution / active EE | $1,658 | $5,256-68.4% | $4,695-64.7% | $4,876-66.0% |
| Participant deferral / active EE | $5,779 | $6,630-12.8% | $6,247-7.5% | $5,439+6.3% |
| Admin fee / account holder | $457 | $10,905-95.8% | $9,243-95.1% | $10,885-95.8% |