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 10-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 | $25,899 | $162,781-84.1% | $133,956-80.7% | $158,922-83.7% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 13.65% | 41.94%-28.3pp | 45.09%-31.4pp | 302.83%-289.2pp |
| Employer contribution / active EE | $1,180 | $4,975-76.3% | $3,919-69.9% | $4,761-75.2% |
| Participant deferral / active EE | $1,969 | $5,911-66.7% | $5,048-61.0% | $5,982-67.1% |
| Admin fee / account holder | $341 | $11,736-97.1% | $8,927-96.2% | $11,246-97.0% |