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 | $9,584 | $87,013-89.0% | $106,213-91.0% | $80,856-88.1% |
| Participation rate | 80.0% | 70.4%+9.6pp | 75.3%+4.7pp | 67.6%+12.4pp |
| Annual return | 11.79% | 17.05%-5.3pp | 116.14%-104.3pp | 35.59%-23.8pp |
| Employer contribution / active EE | $1,483 | $2,395-38.1% | $3,171-53.3% | $2,755-46.2% |
| Participant deferral / active EE | $2,494 | $3,986-37.4% | $5,016-50.3% | $4,296-41.9% |
| Admin fee / account holder | $631 | $8,431-92.5% | $11,033-94.3% | $6,918-90.9% |