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 9-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 | $8,433 | $116,175-92.7% | $93,606-91.0% | $152,861-94.5% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 25.38% | 35.96%-10.6pp | 32.76%-7.4pp | 345.32%-319.9pp |
| Employer contribution / active EE | $2,149 | $3,218-33.2% | $2,718-20.9% | $4,762-54.9% |
| Participant deferral / active EE | $2,675 | $4,603-41.9% | $4,069-34.2% | $5,850-54.3% |
| Admin fee / account holder | $661 | $10,748-93.9% | $7,888-91.6% | $11,596-94.3% |