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 4-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 | $8,741 | $73,933-88.2% | $96,683-91.0% | $75,163-88.4% |
| Participation rate | 85.7% | 66.4%+19.3pp | 74.3%+11.4pp | 67.2%+18.5pp |
| Annual return | 27.53% | 26.70%+0.8pp | 35.69%-8.2pp | 160.62%-133.1pp |
| Employer contribution / active EE | $1,876 | $2,928-35.9% | $3,737-49.8% | $2,670-29.7% |
| Participant deferral / active EE | $3,314 | $3,659-9.4% | $4,878-32.1% | $4,125-19.7% |
| Admin fee / account holder | $547 | $5,216-89.5% | $6,730-91.9% | $5,651-90.3% |