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 | $11,901 | $159,602-92.5% | $150,045-92.1% | $142,382-91.6% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.3%-4.5pp | 80.1%-2.3pp |
| Annual return | 21.99% | 70.24%-48.2pp | 62.55%-40.6pp | 217.08%-195.1pp |
| Employer contribution / active EE | $1,557 | $4,961-68.6% | $4,693-66.8% | $4,299-63.8% |
| Participant deferral / active EE | $3,772 | $8,310-54.6% | $7,997-52.8% | $6,507-42.0% |
| Admin fee / account holder | $523 | $14,846-96.5% | $13,435-96.1% | $12,624-95.9% |