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 | $17,517 | $165,912-89.4% | $122,332-85.7% | $147,584-88.1% |
| Participation rate | 94.4% | 79.6%+14.9pp | 71.6%+22.8pp | 82.8%+11.6pp |
| Annual return | 17.92% | 34.55%-16.6pp | 30.27%-12.4pp | 578.55%-560.6pp |
| Employer contribution / active EE | $1,259 | $5,754-78.1% | $4,050-68.9% | $4,876-74.2% |
| Participant deferral / active EE | $1,462 | $4,005-63.5% | $3,287-55.5% | $5,439-73.1% |
| Admin fee / account holder | $835 | $7,424-88.8% | $5,478-84.8% | $10,885-92.3% |