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 6-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 | $27,440 | $86,929-68.4% | $102,423-73.2% | $80,856-66.1% |
| Participation rate | 80.8% | 72.4%+8.4pp | 76.5%+4.3pp | 67.6%+13.1pp |
| Annual return | 36.55% | 18.88%+17.7pp | 29.32%+7.2pp | 35.59%+1.0pp |
| Employer contribution / active EE | $1,367 | $2,369-42.3% | $3,023-54.8% | $2,755-50.4% |
| Participant deferral / active EE | $4,103 | $4,118-0.4% | $5,053-18.8% | $4,296-4.5% |
| Admin fee / account holder | $899 | $8,049-88.8% | $9,451-90.5% | $6,918-87.0% |