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 5-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 | $14,208 | $180,449-92.1% | $154,107-90.8% | $135,375-89.5% |
| Participation rate | 90.9% | 87.4%+3.5pp | 83.0%+7.9pp | 82.6%+8.3pp |
| Annual return | 233.65% | 888.09%-654.4pp | 735.12%-501.5pp | 519.73%-286.1pp |
| Employer contribution / active EE | $1,424 | $6,035-76.4% | $5,298-73.1% | $4,779-70.2% |
| Participant deferral / active EE | $3,813 | $5,806-34.3% | $5,081-25.0% | $5,609-32.0% |
| Admin fee / account holder | $305 | $16,143-98.1% | $13,411-97.7% | $10,827-97.2% |