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 | $13,554 | $135,952-90.0% | $123,892-89.1% | $273,961-95.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 6.45% | 56.63%-50.2pp | 47.52%-41.1pp | 41.45%-35.0pp |
| Employer contribution / active EE | $2,261 | $5,170-56.3% | $4,617-51.0% | $4,869-53.6% |
| Participant deferral / active EE | $3,371 | $6,343-46.9% | $5,984-43.7% | $5,287-36.2% |
| Admin fee / account holder | $491 | $9,817-95.0% | $8,357-94.1% | $10,132-95.2% |