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 6-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 | $23,914 | $202,318-88.2% | $172,739-86.2% | $152,861-84.4% |
| Participation rate | 73.3% | 87.1%-13.7pp | 82.6%-9.3pp | 82.4%-9.1pp |
| Annual return | 35.95% | 1029.65%-993.7pp | 802.84%-766.9pp | 345.32%-309.4pp |
| Employer contribution / active EE | $4,053 | $5,856-30.8% | $5,143-21.2% | $4,762-14.9% |
| Participant deferral / active EE | $5,389 | $5,948-9.4% | $5,198+3.7% | $5,850-7.9% |
| Admin fee / account holder | $2,156 | $17,109-87.4% | $13,954-84.5% | $11,596-81.4% |