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 5-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 | $30,858 | $109,413-71.8% | $156,263-80.3% | $84,808-63.6% |
| Participation rate | 98.2% | 72.7%+25.6pp | 78.9%+19.3pp | 68.3%+29.9pp |
| Annual return | 33.55% | 20.18%+13.4pp | 59.47%-25.9pp | 40.90%-7.3pp |
| Employer contribution / active EE | $2,997 | $2,907+3.1% | $4,333-30.8% | $2,631+13.9% |
| Participant deferral / active EE | $5,559 | $4,590+21.1% | $6,158-9.7% | $4,212+32.0% |
| Admin fee / account holder | $1,320 | $9,357-85.9% | $14,255-90.7% | $7,344-82.0% |