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 | $32,752 | $95,453-65.7% | $112,040-70.8% | $82,448-60.3% |
| Participation rate | 94.6% | 72.8%+21.9pp | 76.5%+18.2pp | 68.1%+26.6pp |
| Annual return | 13.27% | 23.92%-10.6pp | 24.52%-11.2pp | 41.64%-28.4pp |
| Employer contribution / active EE | $1,092 | $2,318-52.9% | $2,954-63.0% | $2,551-57.2% |
| Participant deferral / active EE | $2,524 | $4,224-40.2% | $5,098-50.5% | $4,139-39.0% |
| Admin fee / account holder | $3,322 | $9,013-63.1% | $12,098-72.5% | $7,234-54.1% |