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 7-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 | $14,989 | $202,432-92.6% | $169,368-91.1% | $139,434-89.2% |
| Participation rate | 73.9% | 81.1%-7.2pp | 77.1%-3.2pp | 80.3%-6.4pp |
| Annual return | 13.49% | 531.74%-518.2pp | 405.60%-392.1pp | 372.94%-359.4pp |
| Employer contribution / active EE | $0 | $4,692-100.0% | $4,013-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $3,111 | $6,938-55.2% | $6,221-50.0% | $6,710-53.6% |
| Admin fee / account holder | $2,004 | $10,708-81.3% | $9,003-77.7% | $11,403-82.4% |