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 | $5,708 | $176,662-96.8% | $130,648-95.6% | $152,861-96.3% |
| Participation rate | 95.7% | 79.0%+16.7pp | 71.7%+23.9pp | 82.4%+13.2pp |
| Annual return | 31.89% | 2692.24%-2660.4pp | 1708.96%-1677.1pp | 345.32%-313.4pp |
| Employer contribution / active EE | $0 | $5,742-100.0% | $4,092-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,596 | $4,361-63.4% | $3,603-55.7% | $5,850-72.7% |
| Admin fee / account holder | $1,384 | $7,133-80.6% | $5,464-74.7% | $11,596-88.1% |