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 | $2,083 | $99,020-97.9% | $86,590-97.6% | $147,584-98.6% |
| Participation rate | 85.7% | 76.3%+9.4pp | 73.5%+12.2pp | 82.8%+2.9pp |
| Annual return | 33.33% | 1312.34%-1279.0pp | 964.84%-931.5pp | 578.55%-545.2pp |
| Employer contribution / active EE | $856 | $3,132-72.7% | $2,839-69.8% | $4,876-82.4% |
| Participant deferral / active EE | $1,532 | $3,972-61.4% | $3,609-57.5% | $5,439-71.8% |
| Admin fee / account holder | $684 | $5,710-88.0% | $4,906-86.1% | $10,885-93.7% |