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 4-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 | $6,632 | $89,753-92.6% | $107,525-93.8% | $84,808-92.2% |
| Participation rate | 95.3% | 68.1%+27.3pp | 75.1%+20.3pp | 68.3%+27.0pp |
| Annual return | 13.33% | 29.48%-16.2pp | 181.32%-168.0pp | 40.90%-27.6pp |
| Employer contribution / active EE | $1,701 | $3,113-45.4% | $3,754-54.7% | $2,631-35.4% |
| Participant deferral / active EE | $1,964 | $4,056-51.6% | $5,116-61.6% | $4,212-53.4% |
| Admin fee / account holder | $1,002 | $7,222-86.1% | $8,919-88.8% | $7,344-86.4% |