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 | $6,514 | $60,892-89.3% | $82,389-92.1% | $84,808-92.3% |
| Participation rate | 82.1% | 63.3%+18.8pp | 69.5%+12.5pp | 68.3%+13.7pp |
| Annual return | 15.13% | 37.29%-22.2pp | 28.67%-13.5pp | 40.90%-25.8pp |
| Employer contribution / active EE | $601 | $1,779-66.2% | $2,517-76.1% | $2,631-77.1% |
| Participant deferral / active EE | $1,329 | $3,179-58.2% | $4,155-68.0% | $4,212-68.4% |
| Admin fee / account holder | $527 | $5,467-90.4% | $7,231-92.7% | $7,344-92.8% |