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 | $3,550 | $49,922-92.9% | $80,569-95.6% | $75,163-95.3% |
| Participation rate | 78.6% | 55.3%+23.3pp | 67.0%+11.6pp | 67.2%+11.4pp |
| Annual return | 21.76% | 34.69%-12.9pp | 935.43%-913.7pp | 160.62%-138.9pp |
| Employer contribution / active EE | $427 | $1,698-74.8% | $2,723-84.3% | $2,670-84.0% |
| Participant deferral / active EE | $1,454 | $2,990-51.4% | $4,447-67.3% | $4,125-64.7% |
| Admin fee / account holder | $438 | $3,577-87.7% | $5,377-91.8% | $5,651-92.2% |