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 | $12,314 | $123,793-90.1% | $177,821-93.1% | $79,858-84.6% |
| Participation rate | 76.0% | 84.7%-8.7pp | 87.7%-11.7pp | 69.6%+6.4pp |
| Annual return | 48.09% | 22.82%+25.3pp | 48.32%-0.2pp | 31.71%+16.4pp |
| Employer contribution / active EE | $1,751 | $4,095-57.2% | $5,918-70.4% | $2,471-29.1% |
| Participant deferral / active EE | $4,190 | $5,956-29.6% | $7,714-45.7% | $3,740+12.0% |
| Admin fee / account holder | $614 | $7,243-91.5% | $12,427-95.1% | $5,306-88.4% |