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 | $21,806 | $95,803-77.2% | $113,168-80.7% | $84,808-74.3% |
| Participation rate | 86.0% | 72.9%+13.2pp | 76.6%+9.5pp | 68.3%+17.7pp |
| Annual return | 23.72% | 25.00%-1.3pp | 24.27%-0.6pp | 40.90%-17.2pp |
| Employer contribution / active EE | $3,055 | $2,360+29.4% | $2,975+2.7% | $2,631+16.1% |
| Participant deferral / active EE | $5,302 | $4,242+25.0% | $5,107+3.8% | $4,212+25.9% |
| Admin fee / account holder | $1,082 | $8,989-88.0% | $12,068-91.0% | $7,344-85.3% |