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 6-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 | $7,430 | $156,846-95.3% | $121,098-93.9% | $139,434-94.7% |
| Participation rate | 87.5% | 76.4%+11.1pp | 69.5%+18.0pp | 80.3%+7.2pp |
| Annual return | 27.51% | 1474.56%-1447.0pp | 985.75%-958.2pp | 372.94%-345.4pp |
| Employer contribution / active EE | $1,315 | $5,536-76.2% | $4,164-68.4% | $4,751-72.3% |
| Participant deferral / active EE | $2,465 | $4,844-49.1% | $4,080-39.6% | $6,710-63.3% |
| Admin fee / account holder | $683 | $6,946-90.2% | $5,644-87.9% | $11,403-94.0% |