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 8-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 | $15,215 | $202,318-92.5% | $172,739-91.2% | $152,861-90.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 66.03% | 1029.65%-963.6pp | 802.84%-736.8pp | 345.32%-279.3pp |
| Employer contribution / active EE | $2,344 | $5,856-60.0% | $5,143-54.4% | $4,762-50.8% |
| Participant deferral / active EE | $4,968 | $5,948-16.5% | $5,198-4.4% | $5,850-15.1% |
| Admin fee / account holder | $357 | $17,109-97.9% | $13,954-97.4% | $11,596-96.9% |