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 | $16,658 | $150,440-88.9% | $136,294-87.8% | $147,584-88.7% |
| Participation rate | 95.7% | 84.4%+11.2pp | 81.9%+13.7pp | 82.8%+12.8pp |
| Annual return | 26.01% | 1049.08%-1023.1pp | 5155.94%-5129.9pp | 578.55%-552.5pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,695-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $7,240 | $6,630+9.2% | $6,247+15.9% | $5,439+33.1% |
| Admin fee / account holder | $1,410 | $10,905-87.1% | $9,243-84.7% | $10,885-87.0% |