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 3-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 | $9,236 | $179,726-94.9% | $156,263-94.1% | $142,382-93.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 33.35% | 77.86%-44.5pp | 59.47%-26.1pp | 217.08%-183.7pp |
| Employer contribution / active EE | $2,668 | $5,069-47.4% | $4,333-38.4% | $4,299-37.9% |
| Participant deferral / active EE | $3,005 | $6,956-56.8% | $6,158-51.2% | $6,507-53.8% |
| Admin fee / account holder | $1,127 | $17,272-93.5% | $14,255-92.1% | $12,624-91.1% |