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 8-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 | $5,245 | $109,817-95.2% | $98,442-94.7% | $167,490-96.9% |
| Participation rate | 95.5% | 75.8%+19.6pp | 73.3%+22.1pp | 82.1%+13.3pp |
| Annual return | 12.70% | 1956.69%-1944.0pp | 1492.73%-1480.0pp | 478.56%-465.9pp |
| Employer contribution / active EE | $953 | $3,224-70.4% | $2,960-67.8% | $4,837-80.3% |
| Participant deferral / active EE | $964 | $4,673-79.4% | $4,276-77.4% | $6,341-84.8% |
| Admin fee / account holder | $459 | $6,753-93.2% | $5,949-92.3% | $12,309-96.3% |