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 | $10,405 | $76,000-86.3% | $154,107-93.2% | $64,186-83.8% |
| Participation rate | 98.3% | 70.4%+27.9pp | 83.0%+15.2pp | 69.6%+28.7pp |
| Annual return | -6.09% | 30.32%-36.4pp | 735.12%-741.2pp | 7.63%-13.7pp |
| Employer contribution / active EE | $1,474 | $3,351-56.0% | $5,298-72.2% | $2,381-38.1% |
| Participant deferral / active EE | $1,111 | $3,175-65.0% | $5,081-78.1% | $3,470-68.0% |
| Admin fee / account holder | $906 | $5,596-83.8% | $13,411-93.2% | $4,888-81.5% |