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 | $8,548 | $80,812-89.4% | $160,784-94.7% | $82,448-89.6% |
| Participation rate | 89.1% | 66.2%+22.9pp | 77.0%+12.1pp | 68.1%+21.0pp |
| Annual return | 25.62% | 100.59%-75.0pp | 1803.92%-1778.3pp | 41.64%-16.0pp |
| Employer contribution / active EE | $1,953 | $2,174-10.1% | $3,733-47.7% | $2,551-23.4% |
| Participant deferral / active EE | $2,313 | $4,335-46.7% | $6,293-63.3% | $4,139-44.1% |
| Admin fee / account holder | $506 | $7,695-93.4% | $9,717-94.8% | $7,234-93.0% |