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 | $23,518 | $138,347-83.0% | $184,203-87.2% | $80,856-70.9% |
| Participation rate | 98.1% | 83.9%+14.2pp | 86.8%+11.3pp | 67.6%+30.5pp |
| Annual return | 14.77% | 20.02%-5.2pp | 28.81%-14.0pp | 35.59%-20.8pp |
| Employer contribution / active EE | $2,805 | $4,850-42.2% | $6,427-56.4% | $2,755+1.8% |
| Participant deferral / active EE | $6,282 | $7,071-11.2% | $9,131-31.2% | $4,296+46.2% |
| Admin fee / account holder | $1,210 | $10,483-88.5% | $13,901-91.3% | $6,918-82.5% |