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 6-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 | $7,799 | $72,277-89.2% | $101,248-92.3% | $79,858-90.2% |
| Participation rate | 89.7% | 68.5%+21.2pp | 75.8%+13.8pp | 69.6%+20.0pp |
| Annual return | 150.99% | 22.30%+128.7pp | 46.47%+104.5pp | 31.71%+119.3pp |
| Employer contribution / active EE | $1,907 | $2,692-29.2% | $3,660-47.9% | $2,471-22.8% |
| Participant deferral / active EE | $1,980 | $3,282-39.7% | $4,370-54.7% | $3,740-47.1% |
| Admin fee / account holder | $411 | $4,400-90.7% | $5,945-93.1% | $5,306-92.3% |