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 4-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 | $3,971 | $110,257-96.4% | $96,544-95.9% | $139,434-97.2% |
| Participation rate | 93.8% | 78.1%+15.7pp | 76.0%+17.8pp | 80.3%+13.4pp |
| Annual return | 48.80% | 26.32%+22.5pp | 25.84%+23.0pp | 372.94%-324.1pp |
| Employer contribution / active EE | $1,515 | $3,620-58.1% | $2,965-48.9% | $4,751-68.1% |
| Participant deferral / active EE | $1,806 | $5,548-67.4% | $4,851-62.8% | $6,710-73.1% |
| Admin fee / account holder | $443 | $11,591-96.2% | $8,252-94.6% | $11,403-96.1% |