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 | $6,928 | $111,535-93.8% | $105,223-93.4% | $137,256-95.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 53.68% | 237.85%-184.2pp | 180.65%-127.0pp | 220.34%-166.7pp |
| Employer contribution / active EE | $2,696 | $3,939-31.6% | $3,689-26.9% | $4,156-35.1% |
| Participant deferral / active EE | $3,265 | $5,500-40.6% | $5,072-35.6% | $6,407-49.0% |
| Admin fee / account holder | $1,579 | $9,721-83.8% | $8,859-82.2% | $12,270-87.1% |