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 6-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 | $14,033 | $73,933-81.0% | $96,683-85.5% | $75,163-81.3% |
| Participation rate | 74.2% | 66.4%+7.8pp | 74.3%-0.1pp | 67.2%+7.0pp |
| Annual return | 21.98% | 26.70%-4.7pp | 35.69%-13.7pp | 160.62%-138.6pp |
| Employer contribution / active EE | $1,796 | $2,928-38.6% | $3,737-51.9% | $2,670-32.7% |
| Participant deferral / active EE | $3,491 | $3,659-4.6% | $4,878-28.4% | $4,125-15.4% |
| Admin fee / account holder | $389 | $5,216-92.5% | $6,730-94.2% | $5,651-93.1% |