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 | $16,971 | $202,318-91.6% | $172,739-90.2% | $152,861-88.9% |
| Participation rate | 75.0% | 87.1%-12.1pp | 82.6%-7.6pp | 82.4%-7.4pp |
| Annual return | 28.75% | 1029.65%-1000.9pp | 802.84%-774.1pp | 345.32%-316.6pp |
| Employer contribution / active EE | $2,016 | $5,856-65.6% | $5,143-60.8% | $4,762-57.7% |
| Participant deferral / active EE | $3,015 | $5,948-49.3% | $5,198-42.0% | $5,850-48.5% |
| Admin fee / account holder | $428 | $17,109-97.5% | $13,954-96.9% | $11,596-96.3% |