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 | $9,297 | $132,634-93.0% | $115,768-92.0% | $137,256-93.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 30.52% | 160.70%-130.2pp | 100.46%-69.9pp | 220.34%-189.8pp |
| Employer contribution / active EE | $1,797 | $3,360-46.5% | $2,940-38.9% | $4,156-56.8% |
| Participant deferral / active EE | $2,980 | $5,619-47.0% | $4,917-39.4% | $6,407-53.5% |
| Admin fee / account holder | $432 | $15,028-97.1% | $12,439-96.5% | $12,270-96.5% |