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 7-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 | $15,252 | $91,407-83.3% | $135,903-88.8% | $71,457-78.7% |
| Participation rate | 99.6% | 75.7%+23.9pp | 81.9%+17.7pp | 67.9%+31.6pp |
| Annual return | 40.86% | 29.90%+11.0pp | 68.23%-27.4pp | 28.85%+12.0pp |
| Employer contribution / active EE | $3,089 | $3,703-16.6% | $4,856-36.4% | $2,588+19.4% |
| Participant deferral / active EE | $4,660 | $7,092-34.3% | $7,758-39.9% | $4,289+8.6% |
| Admin fee / account holder | $583 | $1,266-53.9% | $10,762-94.6% | $1,587-63.2% |