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 | $19,621 | $198,466-90.1% | $170,442-88.5% | $147,584-86.7% |
| Participation rate | 70.0% | 88.0%-18.0pp | 83.6%-13.6pp | 82.8%-12.8pp |
| Annual return | 16.87% | 257.29%-240.4pp | 205.93%-189.1pp | 578.55%-561.7pp |
| Employer contribution / active EE | $1,640 | $6,184-73.5% | $5,433-69.8% | $4,876-66.4% |
| Participant deferral / active EE | $2,190 | $5,629-61.1% | $4,939-55.7% | $5,439-59.7% |
| Admin fee / account holder | $310 | $16,852-98.2% | $13,880-97.8% | $10,885-97.2% |