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 | $19,787 | $109,413-81.9% | $156,263-87.3% | $84,808-76.7% |
| Participation rate | 88.9% | 72.7%+16.2pp | 78.9%+10.0pp | 68.3%+20.6pp |
| Annual return | 17.31% | 20.18%-2.9pp | 59.47%-42.2pp | 40.90%-23.6pp |
| Employer contribution / active EE | $1,497 | $2,907-48.5% | $4,333-65.4% | $2,631-43.1% |
| Participant deferral / active EE | $6,396 | $4,590+39.4% | $6,158+3.9% | $4,212+51.9% |
| Admin fee / account holder | $2,268 | $9,357-75.8% | $14,255-84.1% | $7,344-69.1% |