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 | $10,126 | $105,126-90.4% | $94,646-89.3% | $139,434-92.7% |
| Participation rate | 85.7% | 82.4%+3.4pp | 80.8%+4.9pp | 80.3%+5.4pp |
| Annual return | 36.93% | 38.03%-1.1pp | 156.71%-119.8pp | 372.94%-336.0pp |
| Employer contribution / active EE | $4,088 | $4,106-0.4% | $3,672+11.3% | $4,751-14.0% |
| Participant deferral / active EE | $5,742 | $7,599-24.4% | $7,418-22.6% | $6,710-14.4% |
| Admin fee / account holder | $580 | $8,984-93.5% | $7,231-92.0% | $11,403-94.9% |