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 8-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 | $8,999 | $83,477-89.2% | $125,175-92.8% | $72,985-87.7% |
| Participation rate | 91.1% | 73.3%+17.8pp | 79.8%+11.3pp | 69.5%+21.6pp |
| Annual return | 23.77% | 25.78%-2.0pp | 43.79%-20.0pp | 81.00%-57.2pp |
| Employer contribution / active EE | $835 | $2,345-64.4% | $3,865-78.4% | $2,440-65.8% |
| Participant deferral / active EE | $3,818 | $3,585+6.5% | $4,937-22.7% | $3,607+5.8% |
| Admin fee / account holder | $1,416 | $5,517-74.3% | $9,702-85.4% | $5,124-72.4% |