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 8-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 | $16,310 | $152,587-89.3% | $125,175-87.0% | $152,861-89.3% |
| Participation rate | 95.2% | 83.3%+11.9pp | 79.8%+15.5pp | 82.4%+12.8pp |
| Annual return | 27.86% | 54.84%-27.0pp | 43.79%-15.9pp | 345.32%-317.5pp |
| Employer contribution / active EE | $1,899 | $4,946-61.6% | $3,865-50.9% | $4,762-60.1% |
| Participant deferral / active EE | $5,688 | $5,868-3.1% | $4,937+15.2% | $5,850-2.8% |
| Admin fee / account holder | $664 | $13,434-95.1% | $9,702-93.2% | $11,596-94.3% |