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 | $12,295 | $72,177-83.0% | $115,037-89.3% | $59,632-79.4% |
| Participation rate | 93.7% | 72.6%+21.1pp | 81.4%+12.3pp | 68.7%+25.0pp |
| Annual return | -1.54% | 12.02%-13.6pp | 26.14%-27.7pp | 2041.28%-2042.8pp |
| Employer contribution / active EE | $2,398 | $2,841-15.6% | $4,608-48.0% | $2,203+8.9% |
| Participant deferral / active EE | $3,955 | $4,783-17.3% | $6,026-34.4% | $3,192+23.9% |
| Admin fee / account holder | $788 | $4,927-84.0% | $8,175-90.4% | $4,297-81.7% |