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 | $30,609 | $197,591-84.5% | $177,821-82.8% | $158,922-80.7% |
| Participation rate | 70.0% | 88.5%-18.5pp | 87.7%-17.7pp | 82.0%-12.0pp |
| Annual return | 11.27% | 58.76%-47.5pp | 48.32%-37.1pp | 302.83%-291.6pp |
| Employer contribution / active EE | $4,840 | $6,697-27.7% | $5,918-18.2% | $4,761+1.7% |
| Participant deferral / active EE | $0 | $8,405-100.0% | $7,714-100.0% | $5,982-100.0% |
| Admin fee / account holder | $512 | $15,399-96.7% | $12,427-95.9% | $11,246-95.4% |