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 3-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 | $9,744 | $94,031-89.6% | $115,768-91.6% | $82,448-88.2% |
| Participation rate | 94.9% | 70.4%+24.5pp | 74.4%+20.5pp | 68.1%+26.8pp |
| Annual return | 90.21% | 20.61%+69.6pp | 100.46%-10.2pp | 41.64%+48.6pp |
| Employer contribution / active EE | $888 | $2,323-61.8% | $2,940-69.8% | $2,551-65.2% |
| Participant deferral / active EE | $2,016 | $3,972-49.2% | $4,917-59.0% | $4,139-51.3% |
| Admin fee / account holder | $1,694 | $10,249-83.5% | $12,439-86.4% | $7,234-76.6% |