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 4-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 | $5,013 | $96,635-94.8% | $86,612-94.2% | $139,434-96.4% |
| Participation rate | 80.0% | 74.4%+5.6pp | 71.7%+8.3pp | 80.3%-0.3pp |
| Annual return | 39.64% | 106.41%-66.8pp | 591.07%-551.4pp | 372.94%-333.3pp |
| Employer contribution / active EE | $2,184 | $3,263-33.1% | $3,022-27.7% | $4,751-54.0% |
| Participant deferral / active EE | $2,259 | $4,836-53.3% | $4,438-49.1% | $6,710-66.3% |
| Admin fee / account holder | $960 | $6,408-85.0% | $5,614-82.9% | $11,403-91.6% |