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 5-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 | $17,186 | $93,571-81.6% | $135,903-87.4% | $75,163-77.1% |
| Participation rate | 76.6% | 75.2%+1.4pp | 81.9%-5.3pp | 67.2%+9.4pp |
| Annual return | 22.45% | 30.90%-8.4pp | 68.23%-45.8pp | 160.62%-138.2pp |
| Employer contribution / active EE | $2,166 | $3,537-38.7% | $4,856-55.4% | $2,670-18.9% |
| Participant deferral / active EE | $4,933 | $6,404-23.0% | $7,758-36.4% | $4,125+19.6% |
| Admin fee / account holder | $2,019 | $6,975-71.1% | $10,762-81.2% | $5,651-64.3% |