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 4-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 | $7,163 | $126,574-94.3% | $106,213-93.3% | $145,922-95.1% |
| Participation rate | 83.3% | 77.6%+5.7pp | 75.3%+8.1pp | 80.3%+3.1pp |
| Annual return | 17.13% | 224.79%-207.7pp | 116.14%-99.0pp | 561.29%-544.2pp |
| Employer contribution / active EE | $1,221 | $3,730-67.3% | $3,171-61.5% | $4,660-73.8% |
| Participant deferral / active EE | $1,588 | $5,724-72.3% | $5,016-68.3% | $6,688-76.3% |
| Admin fee / account holder | $2,027 | $17,304-88.3% | $11,033-81.6% | $13,397-84.9% |