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 | $36,654 | $148,978-75.4% | $200,582-81.7% | $84,808-56.8% |
| Participation rate | 75.4% | 84.2%-8.8pp | 86.9%-11.4pp | 68.3%+7.1pp |
| Annual return | 52.93% | 28.16%+24.8pp | 42.33%+10.6pp | 40.90%+12.0pp |
| Employer contribution / active EE | $3,729 | $4,815-22.6% | $6,419-41.9% | $2,631+41.7% |
| Participant deferral / active EE | $6,806 | $7,142-4.7% | $9,331-27.1% | $4,212+61.6% |
| Admin fee / account holder | $1,056 | $13,977-92.4% | $16,305-93.5% | $7,344-85.6% |