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 4-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 | $2,941 | $58,208-94.9% | $81,812-96.4% | $80,856-96.4% |
| Participation rate | 93.9% | 63.4%+30.5pp | 72.3%+21.6pp | 67.6%+26.3pp |
| Annual return | 14.84% | 41.66%-26.8pp | 773.79%-758.9pp | 35.59%-20.7pp |
| Employer contribution / active EE | $708 | $2,340-69.7% | $2,912-75.7% | $2,755-74.3% |
| Participant deferral / active EE | $770 | $3,281-76.5% | $4,319-82.2% | $4,296-82.1% |
| Admin fee / account holder | $663 | $4,981-86.7% | $7,386-91.0% | $6,918-90.4% |