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 7-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 | $14,949 | $118,450-87.4% | $98,439-84.8% | $139,434-89.3% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 21.48% | 18.94%+2.5pp | 21.16%+0.3pp | 372.94%-351.5pp |
| Employer contribution / active EE | $1,513 | $3,609-58.1% | $3,048-50.4% | $4,751-68.2% |
| Participant deferral / active EE | $7,441 | $5,392+38.0% | $4,738+57.1% | $6,710+10.9% |
| Admin fee / account holder | $863 | $14,026-93.8% | $8,948-90.4% | $11,403-92.4% |