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 4-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 | $14,903 | $159,901-90.7% | $146,958-89.9% | $145,922-89.8% |
| Participation rate | 82.4% | 84.0%-1.6pp | 82.2%+0.2pp | 80.3%+2.1pp |
| Annual return | 23.74% | 98.13%-74.4pp | 418.34%-394.6pp | 561.29%-537.5pp |
| Employer contribution / active EE | $1,956 | $5,286-63.0% | $4,933-60.4% | $4,660-58.0% |
| Participant deferral / active EE | $2,795 | $8,428-66.8% | $8,070-65.4% | $6,688-58.2% |
| Admin fee / account holder | $309 | $15,044-97.9% | $12,998-97.6% | $13,397-97.7% |