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 | $9,163 | $106,584-91.4% | $101,326-91.0% | $142,382-93.6% |
| Participation rate | 92.3% | 82.7%+9.6pp | 81.5%+10.8pp | 80.1%+12.2pp |
| Annual return | 35.03% | 36.93%-1.9pp | 36.82%-1.8pp | 217.08%-182.0pp |
| Employer contribution / active EE | $2,154 | $3,956-45.6% | $3,665-41.2% | $4,299-49.9% |
| Participant deferral / active EE | $3,546 | $8,297-57.3% | $7,994-55.6% | $6,507-45.5% |
| Admin fee / account holder | $767 | $11,446-93.3% | $11,185-93.1% | $12,624-93.9% |