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 | $6,542 | $185,200-96.5% | $142,863-95.4% | $167,490-96.1% |
| Participation rate | 95.8% | 78.4%+17.4pp | 71.9%+23.9pp | 82.1%+13.7pp |
| Annual return | 14.64% | 8555.70%-8541.1pp | 5637.54%-5622.9pp | 478.56%-463.9pp |
| Employer contribution / active EE | $0 | $5,604-100.0% | $4,144-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $1,835 | $4,494-59.2% | $3,837-52.2% | $6,341-71.1% |
| Admin fee / account holder | $555 | $8,031-93.1% | $6,560-91.5% | $12,309-95.5% |