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 3-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 | $3,219 | $101,618-96.8% | $93,063-96.5% | $137,256-97.7% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 26.76% | 223.95%-197.2pp | 34.15%-7.4pp | 220.34%-193.6pp |
| Employer contribution / active EE | $558 | $2,707-79.4% | $2,476-77.5% | $4,156-86.6% |
| Participant deferral / active EE | $637 | $4,279-85.1% | $3,958-83.9% | $6,407-90.1% |
| Admin fee / account holder | $915 | $6,198-85.2% | $6,033-84.8% | $12,270-92.5% |