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 | $20,984 | $157,256-86.7% | $141,162-85.1% | $152,861-86.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 38.39% | 64.32%-25.9pp | 71.39%-33.0pp | 345.32%-306.9pp |
| Employer contribution / active EE | $4,821 | $5,261-8.4% | $4,735+1.8% | $4,762+1.2% |
| Participant deferral / active EE | $10,810 | $7,109+52.1% | $6,709+61.1% | $5,850+84.8% |
| Admin fee / account holder | $2,223 | $12,120-81.7% | $10,261-78.3% | $11,596-80.8% |