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 | $25,429 | $123,793-79.5% | $177,821-85.7% | $79,858-68.2% |
| Participation rate | 92.6% | 84.7%+7.9pp | 87.7%+4.9pp | 69.6%+23.0pp |
| Annual return | 16.48% | 22.82%-6.3pp | 48.32%-31.8pp | 31.71%-15.2pp |
| Employer contribution / active EE | $1,443 | $4,095-64.8% | $5,918-75.6% | $2,471-41.6% |
| Participant deferral / active EE | $5,460 | $5,956-8.3% | $7,714-29.2% | $3,740+46.0% |
| Admin fee / account holder | $1,292 | $7,243-82.2% | $12,427-89.6% | $5,306-75.6% |