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 3-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 | $3,363 | $80,812-95.8% | $160,784-97.9% | $82,448-95.9% |
| Participation rate | 93.3% | 66.2%+27.1pp | 77.0%+16.4pp | 68.1%+25.3pp |
| Annual return | 21.84% | 100.59%-78.7pp | 1803.92%-1782.1pp | 41.64%-19.8pp |
| Employer contribution / active EE | $0 | $2,174-100.0% | $3,733-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,700 | $4,335-60.8% | $6,293-73.0% | $4,139-58.9% |
| Admin fee / account holder | $1,529 | $7,695-80.1% | $9,717-84.3% | $7,234-78.9% |