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 8-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 | $23,534 | $78,422-70.0% | $95,952-75.5% | $79,858-70.5% |
| Participation rate | 76.5% | 73.5%+3.0pp | 77.1%-0.6pp | 69.6%+6.8pp |
| Annual return | 18.26% | 19.37%-1.1pp | 91.61%-73.4pp | 31.71%-13.5pp |
| Employer contribution / active EE | $2,966 | $1,945+52.5% | $2,541+16.7% | $2,471+20.1% |
| Participant deferral / active EE | $6,531 | $3,440+89.9% | $4,167+56.7% | $3,740+74.6% |
| Admin fee / account holder | $2,714 | $5,622-51.7% | $6,795-60.1% | $5,306-48.9% |