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 8-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 | $32,475 | $108,825-70.2% | $156,181-79.2% | $82,448-60.6% |
| Participation rate | 93.9% | 72.4%+21.5pp | 78.8%+15.1pp | 68.1%+25.8pp |
| Annual return | 20.21% | 20.59%-0.4pp | 64.87%-44.7pp | 41.64%-21.4pp |
| Employer contribution / active EE | $1,593 | $2,870-44.5% | $4,294-62.9% | $2,551-37.6% |
| Participant deferral / active EE | $4,470 | $4,577-2.4% | $6,132-27.1% | $4,139+8.0% |
| Admin fee / account holder | $728 | $9,341-92.2% | $14,586-95.0% | $7,234-89.9% |