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 9-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 | $7,707 | $102,966-92.5% | $90,281-91.5% | $152,861-95.0% |
| Participation rate | 88.9% | 75.9%+13.0pp | 73.3%+15.6pp | 82.4%+6.4pp |
| Annual return | 39.65% | 95.16%-55.5pp | 78.10%-38.4pp | 345.32%-305.7pp |
| Employer contribution / active EE | $919 | $3,139-70.7% | $2,854-67.8% | $4,762-80.7% |
| Participant deferral / active EE | $4,859 | $4,281+13.5% | $3,885+25.1% | $5,850-16.9% |
| Admin fee / account holder | $782 | $6,171-87.3% | $5,351-85.4% | $11,596-93.3% |