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 10-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 | $27,650 | $209,411-86.8% | $178,490-84.5% | $158,922-82.6% |
| Participation rate | 77.8% | 86.3%-8.6pp | 81.9%-4.1pp | 82.0%-4.2pp |
| Annual return | 17.82% | 188.75%-170.9pp | 151.07%-133.3pp | 302.83%-285.0pp |
| Employer contribution / active EE | $1,445 | $5,706-74.7% | $5,011-71.2% | $4,761-69.6% |
| Participant deferral / active EE | $4,316 | $5,954-27.5% | $5,202-17.0% | $5,982-27.8% |
| Admin fee / account holder | $707 | $17,074-95.9% | $13,984-94.9% | $11,246-93.7% |