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 | $2,258 | $60,892-96.3% | $82,389-97.3% | $84,808-97.3% |
| Participation rate | 78.0% | 63.3%+14.8pp | 69.5%+8.5pp | 68.3%+9.7pp |
| Annual return | 22.00% | 37.29%-15.3pp | 28.67%-6.7pp | 40.90%-18.9pp |
| Employer contribution / active EE | $698 | $1,779-60.8% | $2,517-72.3% | $2,631-73.5% |
| Participant deferral / active EE | $2,353 | $3,179-26.0% | $4,155-43.4% | $4,212-44.1% |
| Admin fee / account holder | $456 | $5,467-91.7% | $7,231-93.7% | $7,344-93.8% |