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 7-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 | $17,196 | $149,734-88.5% | $118,925-85.5% | $158,922-89.2% |
| Participation rate | 92.9% | 82.1%+10.8pp | 75.4%+17.5pp | 82.0%+10.9pp |
| Annual return | 338.66% | 19.95%+318.7pp | 35.88%+302.8pp | 302.83%+35.8pp |
| Employer contribution / active EE | $2,549 | $4,115-38.1% | $3,263-21.9% | $4,761-46.5% |
| Participant deferral / active EE | $4,568 | $5,223-12.5% | $4,265+7.1% | $5,982-23.6% |
| Admin fee / account holder | $2,093 | $8,603-75.7% | $6,581-68.2% | $11,246-81.4% |