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 5-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 | $13,292 | $91,538-85.5% | $129,995-89.8% | $75,163-82.3% |
| Participation rate | 83.3% | 71.4%+11.9pp | 78.5%+4.8pp | 67.2%+16.1pp |
| Annual return | 23.12% | -631.11%+654.2pp | -137.18%+160.3pp | 160.62%-137.5pp |
| Employer contribution / active EE | $1,241 | $2,845-56.4% | $4,320-71.3% | $2,670-53.5% |
| Participant deferral / active EE | $3,540 | $4,341-18.4% | $5,820-39.2% | $4,125-14.2% |
| Admin fee / account holder | $468 | $6,790-93.1% | $10,614-95.6% | $5,651-91.7% |