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 | $19,455 | $77,145-74.8% | $108,410-82.1% | $85,850-77.3% |
| Participation rate | 94.1% | 74.7%+19.4pp | 80.1%+14.0pp | 69.3%+24.8pp |
| Annual return | 16.81% | 44.54%-27.7pp | 905.27%-888.5pp | 318.53%-301.7pp |
| Employer contribution / active EE | $1,228 | $2,379-48.4% | $3,558-65.5% | $2,565-52.1% |
| Participant deferral / active EE | $2,716 | $5,566-51.2% | $6,563-58.6% | $3,952-31.3% |
| Admin fee / account holder | $1,018 | $5,172-80.3% | $7,295-86.0% | $6,260-83.7% |