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 7-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 | $10,374 | $52,279-80.2% | $89,391-88.4% | $79,858-87.0% |
| Participation rate | 77.3% | 57.5%+19.7pp | 68.0%+9.3pp | 69.6%+7.6pp |
| Annual return | 78.30% | 22.16%+56.1pp | 245.62%-167.3pp | 31.71%+46.6pp |
| Employer contribution / active EE | $647 | $1,572-58.8% | $2,586-75.0% | $2,471-73.8% |
| Participant deferral / active EE | $2,966 | $2,740+8.2% | $3,890-23.7% | $3,740-20.7% |
| Admin fee / account holder | $387 | $3,356-88.5% | $4,881-92.1% | $5,306-92.7% |