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 3-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 | $3,517 | $149,040-97.6% | $120,225-97.1% | $137,256-97.4% |
| Participation rate | 95.8% | 75.4%+20.4pp | 69.6%+26.3pp | 80.0%+15.9pp |
| Annual return | 22.29% | 605.68%-583.4pp | 439.23%-416.9pp | 220.34%-198.1pp |
| Employer contribution / active EE | $847 | $4,350-80.5% | $3,475-75.6% | $4,156-79.6% |
| Participant deferral / active EE | $849 | $4,655-81.8% | $3,999-78.8% | $6,407-86.7% |
| Admin fee / account holder | $914 | $6,348-85.6% | $5,696-83.9% | $12,270-92.5% |