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 | $15,144 | $135,952-88.9% | $123,892-87.8% | $273,961-94.5% |
| Participation rate | 81.3% | 84.1%-2.8pp | 81.4%-0.2pp | 83.0%-1.8pp |
| Annual return | 15.32% | 56.63%-41.3pp | 47.52%-32.2pp | 41.45%-26.1pp |
| Employer contribution / active EE | $3,631 | $5,170-29.8% | $4,617-21.3% | $4,869-25.4% |
| Participant deferral / active EE | $4,545 | $6,343-28.3% | $5,984-24.1% | $5,287-14.0% |
| Admin fee / account holder | $1,770 | $9,817-82.0% | $8,357-78.8% | $10,132-82.5% |