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 9-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 | $16,623 | $89,753-81.5% | $107,525-84.5% | $84,808-80.4% |
| Participation rate | 93.2% | 68.1%+25.1pp | 75.1%+18.1pp | 68.3%+24.9pp |
| Annual return | 20.02% | 29.48%-9.5pp | 181.32%-161.3pp | 40.90%-20.9pp |
| Employer contribution / active EE | $1,725 | $3,113-44.6% | $3,754-54.0% | $2,631-34.4% |
| Participant deferral / active EE | $3,511 | $4,056-13.4% | $5,116-31.4% | $4,212-16.6% |
| Admin fee / account holder | $881 | $7,222-87.8% | $8,919-90.1% | $7,344-88.0% |