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 6-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 | $13,307 | $124,425-89.3% | $112,040-88.1% | $137,256-90.3% |
| Participation rate | 73.3% | 79.3%-6.0pp | 76.5%-3.2pp | 80.0%-6.6pp |
| Annual return | 22.67% | 24.72%-2.0pp | 24.52%-1.8pp | 220.34%-197.7pp |
| Employer contribution / active EE | $1,305 | $3,411-61.8% | $2,954-55.8% | $4,156-68.6% |
| Participant deferral / active EE | $2,691 | $5,718-52.9% | $5,098-47.2% | $6,407-58.0% |
| Admin fee / account holder | $907 | $15,207-94.0% | $12,098-92.5% | $12,270-92.6% |