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 4-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 | $30,055 | $101,317-70.3% | $146,958-79.5% | $74,495-59.7% |
| Participation rate | 79.6% | 75.5%+4.1pp | 82.2%-2.5pp | 67.2%+12.4pp |
| Annual return | 43.40% | 8730.91%-8687.5pp | 418.34%-374.9pp | 1364.94%-1321.5pp |
| Employer contribution / active EE | $0 | $3,810-100.0% | $4,933-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $12,573 | $7,303+72.2% | $8,070+55.8% | $4,346+189.3% |
| Admin fee / account holder | $4,961 | $1,739+185.3% | $12,998-61.8% | $1,942+155.5% |