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 7-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 | $21,312 | $209,832-89.8% | $189,513-88.8% | $167,490-87.3% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 61.65% | 748.27%-686.6pp | 555.15%-493.5pp | 478.56%-416.9pp |
| Employer contribution / active EE | $2,625 | $6,914-62.0% | $6,162-57.4% | $4,837-45.7% |
| Participant deferral / active EE | $8,372 | $8,935-6.3% | $8,221+1.8% | $6,341+32.0% |
| Admin fee / account holder | $6,367 | $14,293-55.5% | $12,045-47.1% | $12,309-48.3% |