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 | $21,020 | $95,453-78.0% | $112,040-81.2% | $82,448-74.5% |
| Participation rate | 91.4% | 72.8%+18.7pp | 76.5%+14.9pp | 68.1%+23.4pp |
| Annual return | 13.47% | 23.92%-10.4pp | 24.52%-11.0pp | 41.64%-28.2pp |
| Employer contribution / active EE | $2,124 | $2,318-8.4% | $2,954-28.1% | $2,551-16.7% |
| Participant deferral / active EE | $4,315 | $4,224+2.2% | $5,098-15.3% | $4,139+4.3% |
| Admin fee / account holder | $1,133 | $9,013-87.4% | $12,098-90.6% | $7,234-84.3% |