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 | $15,324 | $57,354-73.3% | $83,848-81.7% | $64,186-76.1% |
| Participation rate | 88.4% | 68.6%+19.8pp | 76.1%+12.2pp | 69.6%+18.8pp |
| Annual return | 49.20% | 11.38%+37.8pp | 850.88%-801.7pp | 7.63%+41.6pp |
| Employer contribution / active EE | $0 | $2,545-100.0% | $3,631-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $5,140 | $2,993+71.7% | $4,082+25.9% | $3,470+48.1% |
| Admin fee / account holder | $626 | $4,046-84.5% | $5,478-88.6% | $4,888-87.2% |