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 | $19,487 | $124,319-84.3% | $111,297-82.5% | $167,490-88.4% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 10.58% | 37.44%-26.9pp | 54.65%-44.1pp | 478.56%-468.0pp |
| Employer contribution / active EE | $878 | $3,435-74.4% | $2,731-67.9% | $4,837-81.9% |
| Participant deferral / active EE | $3,158 | $5,180-39.0% | $4,487-29.6% | $6,341-50.2% |
| Admin fee / account holder | $1,021 | $10,618-90.4% | $7,964-87.2% | $12,309-91.7% |