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 | $9,476 | $153,311-93.8% | $109,313-91.3% | $273,961-96.5% |
| Participation rate | 77.3% | 80.1%-2.8pp | 71.3%+6.0pp | 83.0%-5.7pp |
| Annual return | 15.33% | 29.86%-14.5pp | 22.07%-6.7pp | 41.45%-26.1pp |
| Employer contribution / active EE | $978 | $5,619-82.6% | $3,892-74.9% | $4,869-79.9% |
| Participant deferral / active EE | $3,635 | $3,932-7.5% | $3,166+14.8% | $5,287-31.2% |
| Admin fee / account holder | $4,596 | $8,076-43.1% | $5,666-18.9% | $10,132-54.6% |