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 9-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 | $29,101 | $91,552-68.2% | $133,956-78.3% | $79,858-63.6% |
| Participation rate | 88.5% | 73.3%+15.1pp | 79.8%+8.6pp | 69.6%+18.8pp |
| Annual return | 11.83% | 61.85%-50.0pp | 45.09%-33.3pp | 31.71%-19.9pp |
| Employer contribution / active EE | $2,027 | $2,384-14.9% | $3,919-48.3% | $2,471-17.9% |
| Participant deferral / active EE | $6,856 | $3,733+83.6% | $5,048+35.8% | $3,740+83.3% |
| Admin fee / account holder | $4,868 | $6,321-23.0% | $8,927-45.5% | $5,306-8.3% |