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 | $29,765 | $198,466-85.0% | $170,442-82.5% | $147,584-79.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 15.09% | 257.29%-242.2pp | 205.93%-190.8pp | 578.55%-563.5pp |
| Employer contribution / active EE | $2,667 | $6,184-56.9% | $5,433-50.9% | $4,876-45.3% |
| Participant deferral / active EE | $7,992 | $5,629+42.0% | $4,939+61.8% | $5,439+46.9% |
| Admin fee / account holder | $652 | $16,852-96.1% | $13,880-95.3% | $10,885-94.0% |