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 | $19,812 | $192,717-89.7% | $142,449-86.1% | $139,434-85.8% |
| Participation rate | 100.0% | 81.5%+18.5pp | 76.8%+23.2pp | 80.3%+19.7pp |
| Annual return | 66.23% | 17.99%+48.2pp | 19.99%+46.2pp | 372.94%-306.7pp |
| Employer contribution / active EE | $4,094 | $5,806-29.5% | $4,847-15.5% | $4,751-13.8% |
| Participant deferral / active EE | $10,390 | $7,208+44.1% | $6,283+65.3% | $6,710+54.8% |
| Admin fee / account holder | $1,456 | $15,124-90.4% | $10,011-85.5% | $11,403-87.2% |