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 9-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 | $19,870 | $149,734-86.7% | $118,925-83.3% | $158,922-87.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 14.68% | 19.95%-5.3pp | 35.88%-21.2pp | 302.83%-288.1pp |
| Employer contribution / active EE | $1,507 | $4,115-63.4% | $3,263-53.8% | $4,761-68.3% |
| Participant deferral / active EE | $7,886 | $5,223+51.0% | $4,265+84.9% | $5,982+31.8% |
| Admin fee / account holder | $811 | $8,603-90.6% | $6,581-87.7% | $11,246-92.8% |