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 | $20,066 | $95,803-79.1% | $113,168-82.3% | $84,808-76.3% |
| Participation rate | 76.0% | 72.9%+3.1pp | 76.6%-0.6pp | 68.3%+7.7pp |
| Annual return | 47.89% | 25.00%+22.9pp | 24.27%+23.6pp | 40.90%+7.0pp |
| Employer contribution / active EE | $1,225 | $2,360-48.1% | $2,975-58.8% | $2,631-53.4% |
| Participant deferral / active EE | $4,222 | $4,242-0.5% | $5,107-17.3% | $4,212+0.2% |
| Admin fee / account holder | $913 | $8,989-89.8% | $12,068-92.4% | $7,344-87.6% |