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 | $24,016 | $72,492-66.9% | $87,100-72.4% | $72,985-67.1% |
| Participation rate | 89.5% | 72.8%+16.7pp | 76.9%+12.7pp | 69.5%+20.0pp |
| Annual return | 38.50% | 24.46%+14.0pp | 28.19%+10.3pp | 81.00%-42.5pp |
| Employer contribution / active EE | $1,525 | $1,894-19.5% | $2,521-39.5% | $2,440-37.5% |
| Participant deferral / active EE | $4,129 | $3,270+26.3% | $4,049+2.0% | $3,607+14.5% |
| Admin fee / account holder | $568 | $5,055-88.8% | $7,497-92.4% | $5,124-88.9% |