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 | $36,675 | $123,793-70.4% | $177,821-79.4% | $79,858-54.1% |
| Participation rate | 91.1% | 84.7%+6.5pp | 87.7%+3.4pp | 69.6%+21.5pp |
| Annual return | 22.96% | 22.82%+0.1pp | 48.32%-25.4pp | 31.71%-8.8pp |
| Employer contribution / active EE | $3,351 | $4,095-18.2% | $5,918-43.4% | $2,471+35.6% |
| Participant deferral / active EE | $6,143 | $5,956+3.1% | $7,714-20.4% | $3,740+64.2% |
| Admin fee / account holder | $637 | $7,243-91.2% | $12,427-94.9% | $5,306-88.0% |