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 | $19,520 | $167,483-88.3% | $115,752-83.1% | $147,584-86.8% |
| Participation rate | 76.9% | 81.7%-4.8pp | 77.8%-0.8pp | 82.8%-5.9pp |
| Annual return | 26.40% | 12.11%+14.3pp | 19.41%+7.0pp | 578.55%-552.1pp |
| Employer contribution / active EE | $1,387 | $4,960-72.0% | $3,492-60.3% | $4,876-71.6% |
| Participant deferral / active EE | $4,999 | $7,037-29.0% | $5,204-3.9% | $5,439-8.1% |
| Admin fee / account holder | $314 | $13,069-97.6% | $6,278-95.0% | $10,885-97.1% |