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 | $14,108 | $85,766-83.6% | $136,294-89.6% | $70,131-79.9% |
| Participation rate | 76.7% | 74.2%+2.5pp | 81.9%-5.3pp | 69.5%+7.1pp |
| Annual return | 104.58% | 31.45%+73.1pp | 5155.94%-5051.4pp | 73.14%+31.4pp |
| Employer contribution / active EE | $1,737 | $2,966-41.4% | $4,695-63.0% | $2,342-25.9% |
| Participant deferral / active EE | $3,297 | $5,051-34.7% | $6,247-47.2% | $3,332-1.1% |
| Admin fee / account holder | $1,351 | $5,420-75.1% | $9,243-85.4% | $4,645-70.9% |