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 | $10,974 | $150,440-92.7% | $136,294-91.9% | $147,584-92.6% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 20.43% | 1049.08%-1028.7pp | 5155.94%-5135.5pp | 578.55%-558.1pp |
| Employer contribution / active EE | $4,491 | $5,256-14.6% | $4,695-4.4% | $4,876-7.9% |
| Participant deferral / active EE | $4,513 | $6,630-31.9% | $6,247-27.8% | $5,439-17.0% |
| Admin fee / account holder | $872 | $10,905-92.0% | $9,243-90.6% | $10,885-92.0% |