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 | $2,573 | $60,892-95.8% | $82,389-96.9% | $84,808-97.0% |
| Participation rate | 87.9% | 63.3%+24.6pp | 69.5%+18.3pp | 68.3%+19.6pp |
| Annual return | 16.47% | 37.29%-20.8pp | 28.67%-12.2pp | 40.90%-24.4pp |
| Employer contribution / active EE | $0 | $1,779-100.0% | $2,517-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,806 | $3,179-11.7% | $4,155-32.5% | $4,212-33.4% |
| Admin fee / account holder | $1,972 | $5,467-63.9% | $7,231-72.7% | $7,344-73.1% |