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 | $13,001 | $96,557-86.5% | $80,975-83.9% | $273,961-95.3% |
| Participation rate | 90.9% | 79.1%+11.8pp | 75.8%+15.1pp | 83.0%+7.9pp |
| Annual return | 3.69% | 15.14%-11.5pp | 17.10%-13.4pp | 41.45%-37.8pp |
| Employer contribution / active EE | $1,359 | $4,868-72.1% | $3,714-63.4% | $4,869-72.1% |
| Participant deferral / active EE | $3,708 | $6,598-43.8% | $5,696-34.9% | $5,287-29.9% |
| Admin fee / account holder | $7,018 | $7,492-6.3% | $5,516+27.2% | $10,132-30.7% |