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 | $12,542 | $102,616-87.8% | $81,983-84.7% | $158,922-92.1% |
| Participation rate | 82.4% | 75.5%+6.8pp | 69.2%+13.1pp | 82.0%+0.4pp |
| Annual return | 28.42% | 61.04%-32.6pp | 41.31%-12.9pp | 302.83%-274.4pp |
| Employer contribution / active EE | $0 | $3,240-100.0% | $2,498-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $5,487 | $4,648+18.1% | $3,722+47.4% | $5,982-8.3% |
| Admin fee / account holder | $356 | $8,235-95.7% | $5,664-93.7% | $11,246-96.8% |