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 | $20,380 | $150,440-86.5% | $136,294-85.0% | $147,584-86.2% |
| Participation rate | 78.6% | 84.4%-5.9pp | 81.9%-3.3pp | 82.8%-4.3pp |
| Annual return | 46.00% | 1049.08%-1003.1pp | 5155.94%-5109.9pp | 578.55%-532.5pp |
| Employer contribution / active EE | $1,260 | $5,256-76.0% | $4,695-73.2% | $4,876-74.2% |
| Participant deferral / active EE | $7,842 | $6,630+18.3% | $6,247+25.5% | $5,439+44.2% |
| Admin fee / account holder | $8,541 | $10,905-21.7% | $9,243-7.6% | $10,885-21.5% |