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 | $24,861 | $72,492-65.7% | $87,100-71.5% | $72,985-65.9% |
| Participation rate | 78.1% | 72.8%+5.3pp | 76.9%+1.2pp | 69.5%+8.6pp |
| Annual return | 20.81% | 24.46%-3.6pp | 28.19%-7.4pp | 81.00%-60.2pp |
| Employer contribution / active EE | $1,041 | $1,894-45.1% | $2,521-58.7% | $2,440-57.3% |
| Participant deferral / active EE | $1,712 | $3,270-47.6% | $4,049-57.7% | $3,607-52.5% |
| Admin fee / account holder | $893 | $5,055-82.3% | $7,497-88.1% | $5,124-82.6% |