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 | $6,870 | $80,717-91.5% | $154,803-95.6% | $84,808-91.9% |
| Participation rate | 92.3% | 66.8%+25.5pp | 78.1%+14.2pp | 68.3%+24.0pp |
| Annual return | 19.84% | 37.96%-18.1pp | 58.88%-39.0pp | 40.90%-21.1pp |
| Employer contribution / active EE | $956 | $2,761-65.4% | $4,305-77.8% | $2,631-63.7% |
| Participant deferral / active EE | $1,525 | $3,303-53.8% | $5,540-72.5% | $4,212-63.8% |
| Admin fee / account holder | $589 | $6,746-91.3% | $14,329-95.9% | $7,344-92.0% |