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 6-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 | $32,648 | $138,347-76.4% | $184,203-82.3% | $80,856-59.6% |
| Participation rate | 97.3% | 83.9%+13.4pp | 86.8%+10.5pp | 67.6%+29.7pp |
| Annual return | 60.97% | 20.02%+40.9pp | 28.81%+32.2pp | 35.59%+25.4pp |
| Employer contribution / active EE | $2,608 | $4,850-46.2% | $6,427-59.4% | $2,755-5.3% |
| Participant deferral / active EE | $5,830 | $7,071-17.5% | $9,131-36.2% | $4,296+35.7% |
| Admin fee / account holder | $3,426 | $10,483-67.3% | $13,901-75.4% | $6,918-50.5% |