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 | $13,463 | $65,365-79.4% | $92,893-85.5% | $72,985-81.6% |
| Participation rate | 86.8% | 68.3%+18.5pp | 76.0%+10.8pp | 69.5%+17.3pp |
| Annual return | 36.43% | 42.10%-5.7pp | 109.41%-73.0pp | 81.00%-44.6pp |
| Employer contribution / active EE | $2,480 | $2,594-4.4% | $3,653-32.1% | $2,440+1.6% |
| Participant deferral / active EE | $2,650 | $3,128-15.3% | $4,236-37.4% | $3,607-26.5% |
| Admin fee / account holder | $395 | $4,251-90.7% | $5,794-93.2% | $5,124-92.3% |