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 | $18,555 | $150,440-87.7% | $136,294-86.4% | $147,584-87.4% |
| Participation rate | 83.3% | 84.4%-1.1pp | 81.9%+1.4pp | 82.8%+0.5pp |
| Annual return | 22.01% | 1049.08%-1027.1pp | 5155.94%-5133.9pp | 578.55%-556.5pp |
| Employer contribution / active EE | $1,696 | $5,256-67.7% | $4,695-63.9% | $4,876-65.2% |
| Participant deferral / active EE | $3,637 | $6,630-45.2% | $6,247-41.8% | $5,439-33.1% |
| Admin fee / account holder | $646 | $10,905-94.1% | $9,243-93.0% | $10,885-94.1% |