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 | $20,201 | $85,766-76.4% | $136,294-85.2% | $70,131-71.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 82.32% | 31.45%+50.9pp | 5155.94%-5073.6pp | 73.14%+9.2pp |
| Employer contribution / active EE | $3,764 | $2,966+26.9% | $4,695-19.8% | $2,342+60.7% |
| Participant deferral / active EE | $7,101 | $5,051+40.6% | $6,247+13.7% | $3,332+113.1% |
| Admin fee / account holder | $1,117 | $5,420-79.4% | $9,243-87.9% | $4,645-76.0% |