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 10-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 | $9,392 | $76,000-87.6% | $154,107-93.9% | $64,186-85.4% |
| Participation rate | 89.9% | 70.4%+19.5pp | 83.0%+6.8pp | 69.6%+20.3pp |
| Annual return | 7.78% | 30.32%-22.5pp | 735.12%-727.3pp | 7.63%+0.1pp |
| Employer contribution / active EE | $1,841 | $3,351-45.1% | $5,298-65.3% | $2,381-22.7% |
| Participant deferral / active EE | $928 | $3,175-70.8% | $5,081-81.7% | $3,470-73.2% |
| Admin fee / account holder | $1,319 | $5,596-76.4% | $13,411-90.2% | $4,888-73.0% |