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 3-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 | $16,911 | $89,753-81.2% | $107,525-84.3% | $84,808-80.1% |
| Participation rate | 87.2% | 68.1%+19.2pp | 75.1%+12.2pp | 68.3%+18.9pp |
| Annual return | 21.98% | 29.48%-7.5pp | 181.32%-159.3pp | 40.90%-18.9pp |
| Employer contribution / active EE | $1,618 | $3,113-48.0% | $3,754-56.9% | $2,631-38.5% |
| Participant deferral / active EE | $5,084 | $4,056+25.3% | $5,116-0.6% | $4,212+20.7% |
| Admin fee / account holder | $1,959 | $7,222-72.9% | $8,919-78.0% | $7,344-73.3% |