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 | $9,273 | $74,927-87.6% | $101,794-90.9% | $84,808-89.1% |
| Participation rate | 80.0% | 61.4%+18.6pp | 69.2%+10.8pp | 68.3%+11.7pp |
| Annual return | 25.77% | 18.70%+7.1pp | 30.53%-4.8pp | 40.90%-15.1pp |
| Employer contribution / active EE | $1,049 | $1,522-31.0% | $2,289-54.2% | $2,631-60.1% |
| Participant deferral / active EE | $1,396 | $3,099-55.0% | $4,084-65.8% | $4,212-66.9% |
| Admin fee / account holder | $855 | $6,514-86.9% | $8,777-90.3% | $7,344-88.4% |