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 | $23,547 | $202,318-88.4% | $172,739-86.4% | $152,861-84.6% |
| Participation rate | 81.0% | 87.1%-6.1pp | 82.6%-1.7pp | 82.4%-1.5pp |
| Annual return | 26.42% | 1029.65%-1003.2pp | 802.84%-776.4pp | 345.32%-318.9pp |
| Employer contribution / active EE | $2,880 | $5,856-50.8% | $5,143-44.0% | $4,762-39.5% |
| Participant deferral / active EE | $4,410 | $5,948-25.9% | $5,198-15.2% | $5,850-24.6% |
| Admin fee / account holder | $1,153 | $17,109-93.3% | $13,954-91.7% | $11,596-90.1% |