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 5-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 | $23,039 | $106,749-78.4% | $145,433-84.2% | $82,448-72.1% |
| Participation rate | 85.2% | 75.6%+9.5pp | 82.1%+3.1pp | 68.1%+17.1pp |
| Annual return | 19.13% | 27.59%-8.5pp | 66.58%-47.4pp | 41.64%-22.5pp |
| Employer contribution / active EE | $1,744 | $3,444-49.4% | $4,554-61.7% | $2,551-31.6% |
| Participant deferral / active EE | $2,497 | $6,519-61.7% | $7,897-68.4% | $4,139-39.7% |
| Admin fee / account holder | $475 | $8,390-94.3% | $13,129-96.4% | $7,234-93.4% |