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 | $9,335 | $89,753-89.6% | $107,525-91.3% | $84,808-89.0% |
| Participation rate | 94.6% | 68.1%+26.5pp | 75.1%+19.5pp | 68.3%+26.3pp |
| Annual return | 24.27% | 29.48%-5.2pp | 181.32%-157.0pp | 40.90%-16.6pp |
| Employer contribution / active EE | $1,739 | $3,113-44.1% | $3,754-53.7% | $2,631-33.9% |
| Participant deferral / active EE | $3,517 | $4,056-13.3% | $5,116-31.2% | $4,212-16.5% |
| Admin fee / account holder | $1,508 | $7,222-79.1% | $8,919-83.1% | $7,344-79.5% |