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 | $175,618 | $293,860-40.2% | $237,244-26.0% | $357,791-50.9% |
| Participation rate | 84.2% | 84.2%0pp | 80.3%+4.0pp | 85.6%-1.4pp |
| Annual return | 18.77% | 4677.97%-4659.2pp | 4131.29%-4112.5pp | 396.79%-378.0pp |
| Employer contribution / active EE | $0 | $5,523-100.0% | $4,351-100.0% | $7,508-100.0% |
| Participant deferral / active EE | $8,666 | $4,397+97.1% | $4,056+113.7% | $5,521+57.0% |
| Admin fee / account holder | $10,941 | $21,223-48.4% | $18,030-39.3% | $28,387-61.5% |