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 | $14,775 | $148,978-90.1% | $200,582-92.6% | $84,808-82.6% |
| Participation rate | 82.9% | 84.2%-1.3pp | 86.9%-4.0pp | 68.3%+14.6pp |
| Annual return | 46.17% | 28.16%+18.0pp | 42.33%+3.8pp | 40.90%+5.3pp |
| Employer contribution / active EE | $0 | $4,815-100.0% | $6,419-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $6,460 | $7,142-9.5% | $9,331-30.8% | $4,212+53.4% |
| Admin fee / account holder | $312 | $13,977-97.8% | $16,305-98.1% | $7,344-95.8% |