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 | $33,402 | $183,963-81.8% | $162,163-79.4% | $152,861-78.1% |
| Participation rate | 83.3% | 88.5%-5.2pp | 87.6%-4.2pp | 82.4%+0.9pp |
| Annual return | 26.72% | 150.76%-124.0pp | 115.59%-88.9pp | 345.32%-318.6pp |
| Employer contribution / active EE | $2,318 | $6,371-63.6% | $5,614-58.7% | $4,762-51.3% |
| Participant deferral / active EE | $3,030 | $8,034-62.3% | $7,298-58.5% | $5,850-48.2% |
| Admin fee / account holder | $2,483 | $13,121-81.1% | $10,843-77.1% | $11,596-78.6% |