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 | $26,991 | $217,402-87.6% | $185,823-85.5% | $167,490-83.9% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 14.51% | 148.36%-133.9pp | 122.05%-107.5pp | 478.56%-464.1pp |
| Employer contribution / active EE | $3,071 | $5,873-47.7% | $5,167-40.6% | $4,837-36.5% |
| Participant deferral / active EE | $3,115 | $6,356-51.0% | $5,568-44.0% | $6,341-50.9% |
| Admin fee / account holder | $459 | $19,811-97.7% | $16,237-97.2% | $12,309-96.3% |