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 | $2,010 | $56,053-96.4% | $75,972-97.4% | $80,856-97.5% |
| Participation rate | 83.5% | 62.0%+21.5pp | 69.1%+14.5pp | 67.6%+15.9pp |
| Annual return | 17.91% | 20.53%-2.6pp | 359.55%-341.6pp | 35.59%-17.7pp |
| Employer contribution / active EE | $557 | $1,874-70.3% | $2,685-79.3% | $2,755-79.8% |
| Participant deferral / active EE | $1,240 | $3,052-59.4% | $4,255-70.9% | $4,296-71.1% |
| Admin fee / account holder | $313 | $5,234-94.0% | $6,467-95.2% | $6,918-95.5% |