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 | $8,785 | $83,902-89.5% | $167,512-94.8% | $84,808-89.6% |
| Participation rate | 100.0% | 66.5%+33.5pp | 77.1%+22.9pp | 68.3%+31.7pp |
| Annual return | 19.61% | 91.55%-71.9pp | 1615.79%-1596.2pp | 40.90%-21.3pp |
| Employer contribution / active EE | $1,582 | $2,264-30.1% | $3,882-59.2% | $2,631-39.9% |
| Participant deferral / active EE | $1,635 | $4,442-63.2% | $6,405-74.5% | $4,212-61.2% |
| Admin fee / account holder | $339 | $7,915-95.7% | $9,769-96.5% | $7,344-95.4% |