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 | $15,160 | $89,753-83.1% | $107,525-85.9% | $84,808-82.1% |
| Participation rate | 95.1% | 68.1%+27.1pp | 75.1%+20.0pp | 68.3%+26.8pp |
| Annual return | 24.97% | 29.48%-4.5pp | 181.32%-156.4pp | 40.90%-15.9pp |
| Employer contribution / active EE | $2,240 | $3,113-28.1% | $3,754-40.3% | $2,631-14.9% |
| Participant deferral / active EE | $2,869 | $4,056-29.3% | $5,116-43.9% | $4,212-31.9% |
| Admin fee / account holder | $684 | $7,222-90.5% | $8,919-92.3% | $7,344-90.7% |