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 | $14,072 | $202,318-93.0% | $172,739-91.9% | $152,861-90.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 69.31% | 1029.65%-960.3pp | 802.84%-733.5pp | 345.32%-276.0pp |
| Employer contribution / active EE | $3,233 | $5,856-44.8% | $5,143-37.1% | $4,762-32.1% |
| Participant deferral / active EE | $12,026 | $5,948+102.2% | $5,198+131.4% | $5,850+105.6% |
| Admin fee / account holder | $528 | $17,109-96.9% | $13,954-96.2% | $11,596-95.4% |