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 | $9,835 | $105,126-90.6% | $94,646-89.6% | $139,434-92.9% |
| Participation rate | 75.0% | 82.4%-7.4pp | 80.8%-5.8pp | 80.3%-5.3pp |
| Annual return | 30.10% | 38.03%-7.9pp | 156.71%-126.6pp | 372.94%-342.8pp |
| Employer contribution / active EE | $2,822 | $4,106-31.3% | $3,672-23.2% | $4,751-40.6% |
| Participant deferral / active EE | $2,822 | $7,599-62.9% | $7,418-62.0% | $6,710-57.9% |
| Admin fee / account holder | $354 | $8,984-96.1% | $7,231-95.1% | $11,403-96.9% |