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 | $8,992 | $95,803-90.6% | $113,168-92.1% | $84,808-89.4% |
| Participation rate | 86.0% | 72.9%+13.1pp | 76.6%+9.4pp | 68.3%+17.7pp |
| Annual return | 26.90% | 25.00%+1.9pp | 24.27%+2.6pp | 40.90%-14.0pp |
| Employer contribution / active EE | $1,282 | $2,360-45.7% | $2,975-56.9% | $2,631-51.3% |
| Participant deferral / active EE | $2,688 | $4,242-36.6% | $5,107-47.4% | $4,212-36.2% |
| Admin fee / account holder | $444 | $8,989-95.1% | $12,068-96.3% | $7,344-94.0% |