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 | $8,897 | $65,561-86.4% | $86,188-89.7% | $75,163-88.2% |
| Participation rate | 75.0% | 60.5%+14.5pp | 69.0%+6.0pp | 67.2%+7.8pp |
| Annual return | 21.92% | 46.05%-24.1pp | 1168.45%-1146.5pp | 160.62%-138.7pp |
| Employer contribution / active EE | $684 | $1,553-56.0% | $2,380-71.3% | $2,670-74.4% |
| Participant deferral / active EE | $2,306 | $3,024-23.7% | $3,985-42.1% | $4,125-44.1% |
| Admin fee / account holder | $313 | $5,474-94.3% | $6,852-95.4% | $5,651-94.5% |