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 | $23,657 | $109,881-78.5% | $150,045-84.2% | $84,808-72.1% |
| Participation rate | 82.2% | 76.1%+6.1pp | 82.3%-0.1pp | 68.3%+13.9pp |
| Annual return | 19.23% | 28.25%-9.0pp | 62.55%-43.3pp | 40.90%-21.7pp |
| Employer contribution / active EE | $3,875 | $3,561+8.8% | $4,693-17.4% | $2,631+47.3% |
| Participant deferral / active EE | $9,591 | $6,636+44.5% | $7,997+19.9% | $4,212+127.7% |
| Admin fee / account holder | $7,188 | $8,568-16.1% | $13,435-46.5% | $7,344-2.1% |