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 | $14,890 | $157,256-90.5% | $141,162-89.5% | $152,861-90.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 33.76% | 64.32%-30.6pp | 71.39%-37.6pp | 345.32%-311.6pp |
| Employer contribution / active EE | $5,547 | $5,261+5.4% | $4,735+17.1% | $4,762+16.5% |
| Participant deferral / active EE | $7,439 | $7,109+4.6% | $6,709+10.9% | $5,850+27.2% |
| Admin fee / account holder | $345 | $12,120-97.2% | $10,261-96.6% | $11,596-97.0% |