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 10-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 | $10,517 | $72,277-85.4% | $101,248-89.6% | $79,858-86.8% |
| Participation rate | 81.6% | 68.5%+13.2pp | 75.8%+5.8pp | 69.6%+12.0pp |
| Annual return | 276.68% | 22.30%+254.4pp | 46.47%+230.2pp | 31.71%+245.0pp |
| Employer contribution / active EE | $2,341 | $2,692-13.0% | $3,660-36.0% | $2,471-5.3% |
| Participant deferral / active EE | $2,853 | $3,282-13.1% | $4,370-34.7% | $3,740-23.7% |
| Admin fee / account holder | $990 | $4,400-77.5% | $5,945-83.4% | $5,306-81.3% |