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 9-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 | $8,846 | $45,073-80.4% | $69,455-87.3% | $72,985-87.9% |
| Participation rate | 91.3% | 68.5%+22.8pp | 74.6%+16.7pp | 69.5%+21.8pp |
| Annual return | 22.10% | 22.65%-0.5pp | 28.97%-6.9pp | 81.00%-58.9pp |
| Employer contribution / active EE | $604 | $2,054-70.6% | $2,779-78.3% | $2,440-75.2% |
| Participant deferral / active EE | $1,035 | $2,602-60.2% | $3,535-70.7% | $3,607-71.3% |
| Admin fee / account holder | $1,432 | $3,056-53.1% | $3,839-62.7% | $5,124-72.1% |