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 | $11,753 | $77,813-84.9% | $123,544-90.5% | $64,186-81.7% |
| Participation rate | 79.2% | 74.7%+4.5pp | 82.3%-3.1pp | 69.6%+9.6pp |
| Annual return | 7.47% | 12.48%-5.0pp | 119.20%-111.7pp | 7.63%-0.2pp |
| Employer contribution / active EE | $1,523 | $3,014-49.5% | $4,628-67.1% | $2,381-36.0% |
| Participant deferral / active EE | $3,179 | $5,240-39.3% | $6,426-50.5% | $3,470-8.4% |
| Admin fee / account holder | $1,029 | $5,519-81.4% | $9,284-88.9% | $4,888-79.0% |