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 3-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 | $17,834 | $127,065-86.0% | $113,168-84.2% | $142,382-87.5% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 20.79% | 24.03%-3.2pp | 24.27%-3.5pp | 217.08%-196.3pp |
| Employer contribution / active EE | $2,284 | $3,442-33.7% | $2,975-23.2% | $4,299-46.9% |
| Participant deferral / active EE | $5,995 | $5,716+4.9% | $5,107+17.4% | $6,507-7.9% |
| Admin fee / account holder | $1,336 | $15,736-91.5% | $12,068-88.9% | $12,624-89.4% |