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 4-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 | $9,253 | $89,753-89.7% | $107,525-91.4% | $84,808-89.1% |
| Participation rate | 85.2% | 68.1%+17.1pp | 75.1%+10.1pp | 68.3%+16.9pp |
| Annual return | 17.54% | 29.48%-11.9pp | 181.32%-163.8pp | 40.90%-23.4pp |
| Employer contribution / active EE | $1,124 | $3,113-63.9% | $3,754-70.0% | $2,631-57.3% |
| Participant deferral / active EE | $4,023 | $4,056-0.8% | $5,116-21.4% | $4,212-4.5% |
| Admin fee / account holder | $808 | $7,222-88.8% | $8,919-90.9% | $7,344-89.0% |