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 | $10,009 | $53,127-81.2% | $86,590-88.4% | $70,131-85.7% |
| Participation rate | 96.6% | 65.3%+31.2pp | 73.5%+23.0pp | 69.5%+27.0pp |
| Annual return | 43.01% | 27.66%+15.4pp | 964.84%-921.8pp | 73.14%-30.1pp |
| Employer contribution / active EE | $1,476 | $2,068-28.6% | $2,839-48.0% | $2,342-37.0% |
| Participant deferral / active EE | $3,467 | $2,696+28.6% | $3,609-3.9% | $3,332+4.1% |
| Admin fee / account holder | $443 | $3,585-87.6% | $4,906-91.0% | $4,645-90.5% |