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 | $22,278 | $109,359-79.6% | $162,163-86.3% | $72,985-69.5% |
| Participation rate | 80.7% | 84.3%-3.6pp | 87.6%-6.9pp | 69.5%+11.2pp |
| Annual return | 25.57% | 25.46%+0.1pp | 115.59%-90.0pp | 81.00%-55.4pp |
| Employer contribution / active EE | $1,861 | $3,907-52.4% | $5,614-66.8% | $2,440-23.7% |
| Participant deferral / active EE | $5,684 | $5,481+3.7% | $7,298-22.1% | $3,607+57.6% |
| Admin fee / account holder | $2,233 | $7,972-72.0% | $10,843-79.4% | $5,124-56.4% |