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 | $2,151 | $49,915-95.7% | $154,803-98.6% | $74,304-97.1% |
| Participation rate | 72.8% | 54.0%+18.9pp | 78.1%-5.3pp | 60.3%+12.5pp |
| Annual return | 28.83% | 34.06%-5.2pp | 58.88%-30.1pp | 29.43%-0.6pp |
| Employer contribution / active EE | $407 | $1,611-74.7% | $4,305-90.5% | $2,241-81.8% |
| Participant deferral / active EE | $892 | $2,255-60.4% | $5,540-83.9% | $3,767-76.3% |
| Admin fee / account holder | $492 | $2,189-77.5% | $14,329-96.6% | $2,969-83.4% |