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 5-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 | $13,210 | $93,571-85.9% | $135,903-90.3% | $75,163-82.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 20.07% | 30.90%-10.8pp | 68.23%-48.2pp | 160.62%-140.6pp |
| Employer contribution / active EE | $7,638 | $3,537+116.0% | $4,856+57.3% | $2,670+186.1% |
| Participant deferral / active EE | $3,040 | $6,404-52.5% | $7,758-60.8% | $4,125-26.3% |
| Admin fee / account holder | $1,148 | $6,975-83.5% | $10,762-89.3% | $5,651-79.7% |