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 | $12,322 | $124,425-90.1% | $112,040-89.0% | $137,256-91.0% |
| Participation rate | 75.0% | 79.3%-4.3pp | 76.5%-1.5pp | 80.0%-5.0pp |
| Annual return | 23.19% | 24.72%-1.5pp | 24.52%-1.3pp | 220.34%-197.2pp |
| Employer contribution / active EE | $1,531 | $3,411-55.1% | $2,954-48.2% | $4,156-63.2% |
| Participant deferral / active EE | $2,742 | $5,718-52.0% | $5,098-46.2% | $6,407-57.2% |
| Admin fee / account holder | $1,539 | $15,207-89.9% | $12,098-87.3% | $12,270-87.5% |