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 9-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 | $11,877 | $202,318-94.1% | $172,739-93.1% | $152,861-92.2% |
| Participation rate | 87.0% | 87.1%-0.1pp | 82.6%+4.3pp | 82.4%+4.5pp |
| Annual return | 58.70% | 1029.65%-970.9pp | 802.84%-744.1pp | 345.32%-286.6pp |
| Employer contribution / active EE | $2,022 | $5,856-65.5% | $5,143-60.7% | $4,762-57.5% |
| Participant deferral / active EE | $3,824 | $5,948-35.7% | $5,198-26.4% | $5,850-34.6% |
| Admin fee / account holder | $740 | $17,109-95.7% | $13,954-94.7% | $11,596-93.6% |