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 | $11,018 | $112,096-90.2% | $95,952-88.5% | $158,922-93.1% |
| Participation rate | 91.3% | 79.0%+12.3pp | 77.1%+14.2pp | 82.0%+9.3pp |
| Annual return | 14.49% | 171.09%-156.6pp | 91.61%-77.1pp | 302.83%-288.3pp |
| Employer contribution / active EE | $1,378 | $3,198-56.9% | $2,541-45.8% | $4,761-71.1% |
| Participant deferral / active EE | $2,499 | $4,784-47.8% | $4,167-40.0% | $5,982-58.2% |
| Admin fee / account holder | $322 | $10,130-96.8% | $6,795-95.3% | $11,246-97.1% |