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 | $3,842 | $51,175-92.5% | $70,515-94.6% | $75,163-94.9% |
| Participation rate | 88.9% | 60.9%+28.0pp | 68.3%+20.5pp | 67.2%+21.7pp |
| Annual return | 47.10% | 30.02%+17.1pp | 32.77%+14.3pp | 160.62%-113.5pp |
| Employer contribution / active EE | $1,778 | $1,826-2.6% | $2,973-40.2% | $2,670-33.4% |
| Participant deferral / active EE | $1,964 | $2,849-31.1% | $4,567-57.0% | $4,125-52.4% |
| Admin fee / account holder | $532 | $4,091-87.0% | $6,412-91.7% | $5,651-90.6% |