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 9-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 | $23,972 | $81,625-70.6% | $167,512-85.7% | $74,304-67.7% |
| Participation rate | 87.2% | 60.0%+27.2pp | 77.1%+10.1pp | 60.3%+26.9pp |
| Annual return | 16.99% | 26.09%-9.1pp | 1615.79%-1598.8pp | 29.43%-12.4pp |
| Employer contribution / active EE | $619 | $2,010-69.2% | $3,882-84.1% | $2,241-72.4% |
| Participant deferral / active EE | $1,684 | $4,115-59.1% | $6,405-73.7% | $3,767-55.3% |
| Admin fee / account holder | $669 | $3,474-80.8% | $9,769-93.2% | $2,969-77.5% |