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 | $14,777 | $93,571-84.2% | $135,903-89.1% | $75,163-80.3% |
| Participation rate | 92.3% | 75.2%+17.1pp | 81.9%+10.4pp | 67.2%+25.1pp |
| Annual return | 16.26% | 30.90%-14.6pp | 68.23%-52.0pp | 160.62%-144.4pp |
| Employer contribution / active EE | $2,882 | $3,537-18.5% | $4,856-40.7% | $2,670+7.9% |
| Participant deferral / active EE | $6,282 | $6,404-1.9% | $7,758-19.0% | $4,125+52.3% |
| Admin fee / account holder | $1,705 | $6,975-75.6% | $10,762-84.2% | $5,651-69.8% |