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 | $6,765 | $100,754-93.3% | $86,677-92.2% | $134,475-95.0% |
| Participation rate | 90.0% | 78.9%+11.1pp | 76.6%+13.4pp | 81.2%+8.8pp |
| Annual return | 894.99% | 29.04%+866.0pp | 35.91%+859.1pp | 417.96%+477.0pp |
| Employer contribution / active EE | $2,683 | $3,489-23.1% | $2,836-5.4% | $4,740-43.4% |
| Participant deferral / active EE | $4,052 | $5,338-24.1% | $4,656-13.0% | $6,400-36.7% |
| Admin fee / account holder | $2,882 | $10,926-73.6% | $7,493-61.5% | $11,426-74.8% |