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 | $4,246 | $59,097-92.8% | $82,389-94.8% | $74,304-94.3% |
| Participation rate | 71.0% | 52.8%+18.3pp | 69.5%+1.5pp | 60.3%+10.7pp |
| Annual return | 33.78% | 22.85%+10.9pp | 28.67%+5.1pp | 29.43%+4.3pp |
| Employer contribution / active EE | $610 | $1,601-61.9% | $2,517-75.7% | $2,241-72.8% |
| Participant deferral / active EE | $1,364 | $2,775-50.9% | $4,155-67.2% | $3,767-63.8% |
| Admin fee / account holder | $962 | $4,489-78.6% | $7,231-86.7% | $2,969-67.6% |