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 | $6,712 | $80,717-91.7% | $154,803-95.7% | $84,808-92.1% |
| Participation rate | 82.1% | 66.8%+15.3pp | 78.1%+4.1pp | 68.3%+13.8pp |
| Annual return | 92.70% | 37.96%+54.7pp | 58.88%+33.8pp | 40.90%+51.8pp |
| Employer contribution / active EE | $1,234 | $2,761-55.3% | $4,305-71.3% | $2,631-53.1% |
| Participant deferral / active EE | $1,753 | $3,303-46.9% | $5,540-68.4% | $4,212-58.4% |
| Admin fee / account holder | $371 | $6,746-94.5% | $14,329-97.4% | $7,344-94.9% |