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 | $8,327 | $111,724-92.5% | $93,606-91.1% | $145,922-94.3% |
| Participation rate | 95.8% | 74.2%+21.6pp | 68.7%+27.1pp | 80.3%+15.6pp |
| Annual return | 13.49% | 202.98%-189.5pp | 133.20%-119.7pp | 561.29%-547.8pp |
| Employer contribution / active EE | $1,144 | $3,090-63.0% | $2,420-52.7% | $4,660-75.5% |
| Participant deferral / active EE | $3,677 | $4,912-25.1% | $4,411-16.6% | $6,688-45.0% |
| Admin fee / account holder | $2,130 | $10,250-79.2% | $8,285-74.3% | $13,397-84.1% |