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 6-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 | $26,286 | $197,591-86.7% | $177,821-85.2% | $158,922-83.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 37.96% | 58.76%-20.8pp | 48.32%-10.4pp | 302.83%-264.9pp |
| Employer contribution / active EE | $2,473 | $6,697-63.1% | $5,918-58.2% | $4,761-48.1% |
| Participant deferral / active EE | $9,675 | $8,405+15.1% | $7,714+25.4% | $5,982+61.7% |
| Admin fee / account holder | $388 | $15,399-97.5% | $12,427-96.9% | $11,246-96.5% |