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 | $10,817 | $107,015-89.9% | $73,545-85.3% | $147,584-92.7% |
| Participation rate | 100.0% | 66.4%+33.6pp | 54.9%+45.1pp | 82.8%+17.2pp |
| Annual return | 17.93% | 38.25%-20.3pp | -15.16%+33.1pp | 578.55%-560.6pp |
| Employer contribution / active EE | $283 | $1,760-83.9% | $1,219-76.8% | $4,876-94.2% |
| Participant deferral / active EE | $1,902 | $2,462-22.7% | $1,806+5.3% | $5,439-65.0% |
| Admin fee / account holder | $784 | $3,055-74.3% | $2,320-66.2% | $10,885-92.8% |