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 | $4,308 | $161,352-97.3% | $134,172-96.8% | $137,256-96.9% |
| Participation rate | 91.7% | 78.3%+13.4pp | 72.5%+19.2pp | 80.0%+11.7pp |
| Annual return | 29.92% | 28.72%+1.2pp | 25.30%+4.6pp | 220.34%-190.4pp |
| Employer contribution / active EE | $938 | $4,099-77.1% | $3,420-72.6% | $4,156-77.4% |
| Participant deferral / active EE | $1,585 | $5,552-71.4% | $4,690-66.2% | $6,407-75.3% |
| Admin fee / account holder | $1,373 | $15,028-90.9% | $12,016-88.6% | $12,270-88.8% |