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 8-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 | $7,828 | $98,750-92.1% | $149,696-94.8% | $79,858-90.2% |
| Participation rate | 96.4% | 75.8%+20.7pp | 82.5%+14.0pp | 69.6%+26.8pp |
| Annual return | 19.96% | 27.43%-7.5pp | 276.60%-256.6pp | 31.71%-11.8pp |
| Employer contribution / active EE | $1,225 | $3,216-61.9% | $4,644-73.6% | $2,471-50.4% |
| Participant deferral / active EE | $2,515 | $5,680-55.7% | $6,842-63.2% | $3,740-32.8% |
| Admin fee / account holder | $661 | $6,053-89.1% | $9,309-92.9% | $5,306-87.5% |