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 | $17,734 | $98,750-82.0% | $149,696-88.2% | $79,858-77.8% |
| Participation rate | 86.0% | 75.8%+10.3pp | 82.5%+3.6pp | 69.6%+16.4pp |
| Annual return | 14.08% | 27.43%-13.3pp | 276.60%-262.5pp | 31.71%-17.6pp |
| Employer contribution / active EE | $742 | $3,216-76.9% | $4,644-84.0% | $2,471-70.0% |
| Participant deferral / active EE | $3,004 | $5,680-47.1% | $6,842-56.1% | $3,740-19.7% |
| Admin fee / account holder | $848 | $6,053-86.0% | $9,309-90.9% | $5,306-84.0% |