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 6-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 | $15,755 | $98,750-84.0% | $149,696-89.5% | $79,858-80.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 135.09% | 27.43%+107.7pp | 276.60%-141.5pp | 31.71%+103.4pp |
| Employer contribution / active EE | $5,217 | $3,216+62.2% | $4,644+12.3% | $2,471+111.2% |
| Participant deferral / active EE | $8,549 | $5,680+50.5% | $6,842+25.0% | $3,740+128.6% |
| Admin fee / account holder | $318 | $6,053-94.7% | $9,309-96.6% | $5,306-94.0% |