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 8-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 | $20,129 | $88,087-77.1% | $164,866-87.8% | $74,546-73.0% |
| Participation rate | 90.0% | 73.1%+16.9pp | 78.6%+11.4pp | 67.2%+22.8pp |
| Annual return | 26.69% | 17.27%+9.4pp | 69.97%-43.3pp | 1366.03%-1339.3pp |
| Employer contribution / active EE | $1,063 | $2,595-59.0% | $4,343-75.5% | $2,624-59.5% |
| Participant deferral / active EE | $4,341 | $4,499-3.5% | $6,033-28.0% | $4,347-0.2% |
| Admin fee / account holder | $751 | $2,232-66.4% | $12,689-94.1% | $1,944-61.4% |