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 5-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 | $16,654 | $80,968-79.4% | $96,544-82.7% | $75,163-77.8% |
| Participation rate | 92.7% | 71.8%+20.9pp | 76.0%+16.7pp | 67.2%+25.5pp |
| Annual return | 26.25% | 27.06%-0.8pp | 25.84%+0.4pp | 160.62%-134.4pp |
| Employer contribution / active EE | $1,881 | $2,282-17.6% | $2,965-36.6% | $2,670-29.6% |
| Participant deferral / active EE | $4,088 | $3,928+4.1% | $4,851-15.7% | $4,125-0.9% |
| Admin fee / account holder | $887 | $6,724-86.8% | $8,252-89.3% | $5,651-84.3% |