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 | $12,578 | $98,750-87.3% | $149,696-91.6% | $79,858-84.2% |
| Participation rate | 90.9% | 75.8%+15.1pp | 82.5%+8.4pp | 69.6%+21.3pp |
| Annual return | 22.87% | 27.43%-4.6pp | 276.60%-253.7pp | 31.71%-8.8pp |
| Employer contribution / active EE | $1,052 | $3,216-67.3% | $4,644-77.4% | $2,471-57.4% |
| Participant deferral / active EE | $3,548 | $5,680-37.5% | $6,842-48.1% | $3,740-5.1% |
| Admin fee / account holder | $416 | $6,053-93.1% | $9,309-95.5% | $5,306-92.2% |