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 | $16,486 | $89,355-81.5% | $141,162-88.3% | $72,985-77.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 22.77% | 111.85%-89.1pp | 71.39%-48.6pp | 81.00%-58.2pp |
| Employer contribution / active EE | $2,901 | $3,114-6.9% | $4,735-38.7% | $2,440+18.9% |
| Participant deferral / active EE | $5,075 | $5,418-6.3% | $6,709-24.4% | $3,607+40.7% |
| Admin fee / account holder | $1,624 | $5,958-72.8% | $10,261-84.2% | $5,124-68.3% |