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 7-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 | $13,063 | $148,534-91.2% | $135,903-90.4% | $139,434-90.6% |
| Participation rate | 95.5% | 83.9%+11.6pp | 81.9%+13.5pp | 80.3%+15.1pp |
| Annual return | 13.39% | 79.19%-65.8pp | 68.23%-54.8pp | 372.94%-359.6pp |
| Employer contribution / active EE | $1,329 | $5,243-74.6% | $4,856-72.6% | $4,751-72.0% |
| Participant deferral / active EE | $4,908 | $8,100-39.4% | $7,758-36.7% | $6,710-26.9% |
| Admin fee / account holder | $1,356 | $12,400-89.1% | $10,762-87.4% | $11,403-88.1% |