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 5-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 | $19,519 | $84,556-76.9% | $116,228-83.2% | $74,304-73.7% |
| Participation rate | 75.2% | 66.0%+9.2pp | 74.6%+0.7pp | 60.3%+14.9pp |
| Annual return | 20.57% | 18.35%+2.2pp | 90.06%-69.5pp | 29.43%-8.9pp |
| Employer contribution / active EE | $1,979 | $2,168-8.7% | $2,994-33.9% | $2,241-11.7% |
| Participant deferral / active EE | $2,779 | $3,814-27.2% | $4,953-43.9% | $3,767-26.2% |
| Admin fee / account holder | $2,012 | $3,792-46.9% | $11,989-83.2% | $2,969-32.2% |