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 4-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 | $6,150 | $110,257-94.4% | $96,544-93.6% | $139,434-95.6% |
| Participation rate | 81.8% | 78.1%+3.7pp | 76.0%+5.9pp | 80.3%+1.5pp |
| Annual return | 34.10% | 26.32%+7.8pp | 25.84%+8.3pp | 372.94%-338.8pp |
| Employer contribution / active EE | $2,196 | $3,620-39.3% | $2,965-25.9% | $4,751-53.8% |
| Participant deferral / active EE | $2,929 | $5,548-47.2% | $4,851-39.6% | $6,710-56.3% |
| Admin fee / account holder | $649 | $11,591-94.4% | $8,252-92.1% | $11,403-94.3% |