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 8-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 | $16,299 | $183,963-91.1% | $162,163-89.9% | $152,861-89.3% |
| Participation rate | 90.9% | 88.5%+2.4pp | 87.6%+3.4pp | 82.4%+8.5pp |
| Annual return | 44.93% | 150.76%-105.8pp | 115.59%-70.7pp | 345.32%-300.4pp |
| Employer contribution / active EE | $2,528 | $6,371-60.3% | $5,614-55.0% | $4,762-46.9% |
| Participant deferral / active EE | $4,294 | $8,034-46.6% | $7,298-41.2% | $5,850-26.6% |
| Admin fee / account holder | $2,469 | $13,121-81.2% | $10,843-77.2% | $11,596-78.7% |