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 | $23,884 | $109,359-78.2% | $162,163-85.3% | $72,985-67.3% |
| Participation rate | 70.1% | 84.3%-14.1pp | 87.6%-17.4pp | 69.5%+0.6pp |
| Annual return | 23.81% | 25.46%-1.6pp | 115.59%-91.8pp | 81.00%-57.2pp |
| Employer contribution / active EE | $1,299 | $3,907-66.8% | $5,614-76.9% | $2,440-46.8% |
| Participant deferral / active EE | $3,210 | $5,481-41.4% | $7,298-56.0% | $3,607-11.0% |
| Admin fee / account holder | $3,914 | $7,972-50.9% | $10,843-63.9% | $5,124-23.6% |