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 | $15,035 | $133,922-88.8% | $116,228-87.1% | $142,382-89.4% |
| Participation rate | 95.0% | 77.9%+17.1pp | 74.6%+20.4pp | 80.1%+14.9pp |
| Annual return | 23.65% | 147.76%-124.1pp | 90.06%-66.4pp | 217.08%-193.4pp |
| Employer contribution / active EE | $3,416 | $3,446-0.8% | $2,994+14.1% | $4,299-20.5% |
| Participant deferral / active EE | $3,933 | $5,672-30.7% | $4,953-20.6% | $6,507-39.6% |
| Admin fee / account holder | $1,771 | $14,945-88.1% | $11,989-85.2% | $12,624-86.0% |