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 | $21,367 | $167,484-87.2% | $151,611-85.9% | $134,475-84.1% |
| Participation rate | 93.8% | 88.4%+5.4pp | 87.5%+6.3pp | 81.2%+12.5pp |
| Annual return | 116.65% | 7.80%+108.8pp | 3.33%+113.3pp | 417.96%-301.3pp |
| Employer contribution / active EE | $3,671 | $6,829-46.2% | $6,166-40.5% | $4,740-22.6% |
| Participant deferral / active EE | $5,979 | $8,986-33.5% | $8,363-28.5% | $6,400-6.6% |
| Admin fee / account holder | $547 | $13,783-96.0% | $11,616-95.3% | $11,426-95.2% |