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 | $18,502 | $89,355-79.3% | $141,162-86.9% | $72,985-74.7% |
| Participation rate | 94.4% | 75.1%+19.3pp | 82.5%+12.0pp | 69.5%+25.0pp |
| Annual return | 38.47% | 111.85%-73.4pp | 71.39%-32.9pp | 81.00%-42.5pp |
| Employer contribution / active EE | $5,419 | $3,114+74.0% | $4,735+14.4% | $2,440+122.1% |
| Participant deferral / active EE | $6,711 | $5,418+23.9% | $6,7090% | $3,607+86.0% |
| Admin fee / account holder | $423 | $5,958-92.9% | $10,261-95.9% | $5,124-91.7% |