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 3-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 | $12,818 | $127,065-89.9% | $113,168-88.7% | $142,382-91.0% |
| Participation rate | 87.5% | 79.2%+8.3pp | 76.6%+10.9pp | 80.1%+7.4pp |
| Annual return | 24.53% | 24.03%+0.5pp | 24.27%+0.3pp | 217.08%-192.5pp |
| Employer contribution / active EE | $4,315 | $3,442+25.3% | $2,975+45.0% | $4,299+0.4% |
| Participant deferral / active EE | $4,990 | $5,716-12.7% | $5,107-2.3% | $6,507-23.3% |
| Admin fee / account holder | $323 | $15,736-97.9% | $12,068-97.3% | $12,624-97.4% |