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 9-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 | $13,176 | $154,117-91.5% | $129,995-89.9% | $139,434-90.6% |
| Participation rate | 95.0% | 82.0%+13.0pp | 78.5%+16.5pp | 80.3%+14.7pp |
| Annual return | 12.88% | 32.48%-19.6pp | -137.18%+150.1pp | 372.94%-360.1pp |
| Employer contribution / active EE | $1,235 | $5,289-76.6% | $4,320-71.4% | $4,751-74.0% |
| Participant deferral / active EE | $2,082 | $6,710-69.0% | $5,820-64.2% | $6,710-69.0% |
| Admin fee / account holder | $436 | $14,007-96.9% | $10,614-95.9% | $11,403-96.2% |