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 | $14,764 | $232,540-93.7% | $185,117-92.0% | $147,584-90.0% |
| Participation rate | 85.7% | 82.4%+3.4pp | 77.3%+8.4pp | 82.8%+2.9pp |
| Annual return | 22.14% | 43.03%-20.9pp | 40.50%-18.4pp | 578.55%-556.4pp |
| Employer contribution / active EE | $2,826 | $5,195-45.6% | $4,182-32.4% | $4,876-42.0% |
| Participant deferral / active EE | $2,264 | $5,834-61.2% | $5,045-55.1% | $5,439-58.4% |
| Admin fee / account holder | $447 | $10,275-95.7% | $8,159-94.5% | $10,885-95.9% |