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 | $29,238 | $125,758-76.8% | $169,993-82.8% | $75,163-61.1% |
| Participation rate | 71.4% | 83.6%-12.2pp | 87.0%-15.6pp | 67.2%+4.2pp |
| Annual return | 21.62% | 27.20%-5.6pp | 53.37%-31.8pp | 160.62%-139.0pp |
| Employer contribution / active EE | $3,369 | $4,615-27.0% | $6,785-50.3% | $2,670+26.2% |
| Participant deferral / active EE | $7,965 | $6,837+16.5% | $10,408-23.5% | $4,125+93.1% |
| Admin fee / account holder | $3,881 | $8,173-52.5% | $12,815-69.7% | $5,651-31.3% |