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 | $10,735 | $61,660-82.6% | $80,019-86.6% | $64,186-83.3% |
| Participation rate | 83.8% | 71.7%+12.1pp | 75.8%+8.0pp | 69.6%+14.2pp |
| Annual return | 1.22% | -0.33%+1.6pp | 11.22%-10.0pp | 7.63%-6.4pp |
| Employer contribution / active EE | $1,198 | $1,810-33.8% | $2,468-51.5% | $2,381-49.7% |
| Participant deferral / active EE | $1,849 | $2,968-37.7% | $3,686-49.8% | $3,470-46.7% |
| Admin fee / account holder | $959 | $5,417-82.3% | $6,521-85.3% | $4,888-80.4% |