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 3-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 | $10,714 | $159,602-93.3% | $150,045-92.9% | $142,382-92.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 27.23% | 70.24%-43.0pp | 62.55%-35.3pp | 217.08%-189.8pp |
| Employer contribution / active EE | $2,142 | $4,961-56.8% | $4,693-54.4% | $4,299-50.2% |
| Participant deferral / active EE | $3,901 | $8,310-53.1% | $7,997-51.2% | $6,507-40.0% |
| Admin fee / account holder | $2,045 | $14,846-86.2% | $13,435-84.8% | $12,624-83.8% |