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 4-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 | $16,487 | $109,413-84.9% | $156,263-89.4% | $84,808-80.6% |
| Participation rate | 86.5% | 72.7%+13.8pp | 78.9%+7.6pp | 68.3%+18.2pp |
| Annual return | 25.42% | 20.18%+5.2pp | 59.47%-34.0pp | 40.90%-15.5pp |
| Employer contribution / active EE | $1,341 | $2,907-53.9% | $4,333-69.0% | $2,631-49.0% |
| Participant deferral / active EE | $4,739 | $4,590+3.3% | $6,158-23.0% | $4,212+12.5% |
| Admin fee / account holder | $1,342 | $9,357-85.7% | $14,255-90.6% | $7,344-81.7% |