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 | $5,730 | $159,901-96.4% | $146,958-96.1% | $145,922-96.1% |
| Participation rate | 91.7% | 84.0%+7.7pp | 82.2%+9.5pp | 80.3%+11.4pp |
| Annual return | 26.91% | 98.13%-71.2pp | 418.34%-391.4pp | 561.29%-534.4pp |
| Employer contribution / active EE | $2,005 | $5,286-62.1% | $4,933-59.4% | $4,660-57.0% |
| Participant deferral / active EE | $2,818 | $8,428-66.6% | $8,070-65.1% | $6,688-57.9% |
| Admin fee / account holder | $1,386 | $15,044-90.8% | $12,998-89.3% | $13,397-89.7% |