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 10-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 | $17,483 | $63,346-72.4% | $92,233-81.0% | $70,131-75.1% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 30.54% | 530.12%-499.6pp | 176.28%-145.7pp | 73.14%-42.6pp |
| Employer contribution / active EE | $2,375 | $2,471-3.9% | $3,679-35.5% | $2,342+1.4% |
| Participant deferral / active EE | $3,059 | $2,854+7.2% | $3,897-21.5% | $3,332-8.2% |
| Admin fee / account holder | $1,770 | $3,840-53.9% | $5,194-65.9% | $4,645-61.9% |