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 4-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 | $11,794 | $89,753-86.9% | $107,525-89.0% | $84,808-86.1% |
| Participation rate | 83.3% | 68.1%+15.3pp | 75.1%+8.3pp | 68.3%+15.0pp |
| Annual return | 42.86% | 29.48%+13.4pp | 181.32%-138.5pp | 40.90%+2.0pp |
| Employer contribution / active EE | $13,096 | $3,113+320.6% | $3,754+248.9% | $2,631+397.8% |
| Participant deferral / active EE | $6,171 | $4,056+52.1% | $5,116+20.6% | $4,212+46.5% |
| Admin fee / account holder | $1,073 | $7,222-85.1% | $8,919-88.0% | $7,344-85.4% |