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 9-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 | $21,287 | $198,466-89.3% | $170,442-87.5% | $147,584-85.6% |
| Participation rate | 80.0% | 88.0%-8.0pp | 83.6%-3.6pp | 82.8%-2.8pp |
| Annual return | 20.13% | 257.29%-237.2pp | 205.93%-185.8pp | 578.55%-558.4pp |
| Employer contribution / active EE | $2,011 | $6,184-67.5% | $5,433-63.0% | $4,876-58.8% |
| Participant deferral / active EE | $4,976 | $5,629-11.6% | $4,939+0.7% | $5,439-8.5% |
| Admin fee / account holder | $1,977 | $16,852-88.3% | $13,880-85.8% | $10,885-81.8% |