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 | $28,196 | $94,031-70.0% | $115,768-75.6% | $82,448-65.8% |
| Participation rate | 97.4% | 70.4%+27.0pp | 74.4%+23.0pp | 68.1%+29.4pp |
| Annual return | 13.67% | 20.61%-6.9pp | 100.46%-86.8pp | 41.64%-28.0pp |
| Employer contribution / active EE | $2,466 | $2,323+6.1% | $2,940-16.1% | $2,551-3.3% |
| Participant deferral / active EE | $3,947 | $3,972-0.6% | $4,917-19.7% | $4,139-4.6% |
| Admin fee / account holder | $3,283 | $10,249-68.0% | $12,439-73.6% | $7,234-54.6% |