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 10-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 | $3,983 | $45,035-91.2% | $62,995-93.7% | $70,131-94.3% |
| Participation rate | 78.7% | 69.5%+9.1pp | 74.8%+3.9pp | 69.5%+9.1pp |
| Annual return | 12.69% | 18.76%-6.1pp | 87.57%-74.9pp | 73.14%-60.5pp |
| Employer contribution / active EE | $514 | $2,051-74.9% | $2,759-81.4% | $2,342-78.0% |
| Participant deferral / active EE | $1,319 | $2,465-46.5% | $3,329-60.4% | $3,332-60.4% |
| Admin fee / account holder | $381 | $2,834-86.6% | $3,600-89.4% | $4,645-91.8% |