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 | $21,712 | $176,812-87.7% | $146,665-85.2% | $167,490-87.0% |
| Participation rate | 80.0% | 83.6%-3.6pp | 80.1%-0.1pp | 82.1%-2.1pp |
| Annual return | 18.05% | 24.03%-6.0pp | 22.74%-4.7pp | 478.56%-460.5pp |
| Employer contribution / active EE | $6,974 | $5,160+35.2% | $4,136+68.6% | $4,837+44.2% |
| Participant deferral / active EE | $6,580 | $6,440+2.2% | $5,506+19.5% | $6,341+3.8% |
| Admin fee / account holder | $3,408 | $13,259-74.3% | $10,280-66.8% | $12,309-72.3% |