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 5-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 | $27,434 | $94,625-71.0% | $116,228-76.4% | $84,808-67.7% |
| Participation rate | 100.0% | 70.4%+29.6pp | 74.6%+25.4pp | 68.3%+31.7pp |
| Annual return | 49.21% | 20.40%+28.8pp | 90.06%-40.8pp | 40.90%+8.3pp |
| Employer contribution / active EE | $2,068 | $2,347-11.9% | $2,994-30.9% | $2,631-21.4% |
| Participant deferral / active EE | $3,965 | $3,972-0.2% | $4,953-20.0% | $4,212-5.9% |
| Admin fee / account holder | $1,126 | $10,091-88.8% | $11,989-90.6% | $7,344-84.7% |