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 4-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 | $4,958 | $58,627-91.5% | $76,735-93.5% | $82,448-94.0% |
| Participation rate | 81.8% | 63.2%+18.6pp | 69.5%+12.3pp | 68.1%+13.8pp |
| Annual return | 27.73% | 39.10%-11.4pp | 29.77%-2.0pp | 41.64%-13.9pp |
| Employer contribution / active EE | $0 | $1,729-100.0% | $2,454-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,487 | $3,134-52.5% | $4,088-63.6% | $4,139-64.1% |
| Admin fee / account holder | $743 | $5,323-86.0% | $7,189-89.7% | $7,234-89.7% |