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 5-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 | $12,718 | $165,984-92.3% | $164,813-92.3% | $145,922-91.3% |
| Participation rate | 91.3% | 82.0%+9.3pp | 78.6%+12.7pp | 80.3%+11.0pp |
| Annual return | 13.42% | 100.03%-86.6pp | 69.93%-56.5pp | 561.29%-547.9pp |
| Employer contribution / active EE | $1,139 | $5,273-78.4% | $4,341-73.8% | $4,660-75.6% |
| Participant deferral / active EE | $3,992 | $6,959-42.6% | $6,031-33.8% | $6,688-40.3% |
| Admin fee / account holder | $526 | $16,648-96.8% | $12,690-95.9% | $13,397-96.1% |