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 | $7,740 | $124,281-93.8% | $109,143-92.9% | $167,490-95.4% |
| Participation rate | 80.0% | 79.4%+0.6pp | 75.9%+4.1pp | 82.1%-2.1pp |
| Annual return | 31.97% | 26.04%+5.9pp | 25.75%+6.2pp | 478.56%-446.6pp |
| Employer contribution / active EE | $2,527 | $4,207-39.9% | $3,722-32.1% | $4,837-47.8% |
| Participant deferral / active EE | $3,805 | $5,255-27.6% | $4,653-18.2% | $6,341-40.0% |
| Admin fee / account holder | $630 | $7,970-92.1% | $6,752-90.7% | $12,309-94.9% |