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 10-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 | $19,379 | $72,177-73.2% | $115,037-83.2% | $59,632-67.5% |
| Participation rate | 72.7% | 72.6%+0.2pp | 81.4%-8.6pp | 68.7%+4.1pp |
| Annual return | 13.36% | 12.02%+1.3pp | 26.14%-12.8pp | 2041.28%-2027.9pp |
| Employer contribution / active EE | $718 | $2,841-74.7% | $4,608-84.4% | $2,203-67.4% |
| Participant deferral / active EE | $3,470 | $4,783-27.4% | $6,026-42.4% | $3,192+8.7% |
| Admin fee / account holder | $489 | $4,927-90.1% | $8,175-94.0% | $4,297-88.6% |