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 3-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 | $15,573 | $89,753-82.6% | $107,525-85.5% | $84,808-81.6% |
| Participation rate | 78.6% | 68.1%+10.5pp | 75.1%+3.5pp | 68.3%+10.3pp |
| Annual return | 26.01% | 29.48%-3.5pp | 181.32%-155.3pp | 40.90%-14.9pp |
| Employer contribution / active EE | $2,544 | $3,113-18.3% | $3,754-32.2% | $2,631-3.3% |
| Participant deferral / active EE | $3,475 | $4,056-14.3% | $5,116-32.1% | $4,212-17.5% |
| Admin fee / account holder | $1,881 | $7,222-74.0% | $8,919-78.9% | $7,344-74.4% |