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 | $26,437 | $198,466-86.7% | $170,442-84.5% | $147,584-82.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 16.03% | 257.29%-241.3pp | 205.93%-189.9pp | 578.55%-562.5pp |
| Employer contribution / active EE | $3,145 | $6,184-49.1% | $5,433-42.1% | $4,876-35.5% |
| Participant deferral / active EE | $3,996 | $5,629-29.0% | $4,939-19.1% | $5,439-26.5% |
| Admin fee / account holder | $2,426 | $16,852-85.6% | $13,880-82.5% | $10,885-77.7% |