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 | $20,447 | $95,453-78.6% | $112,040-81.8% | $82,448-75.2% |
| Participation rate | 85.0% | 72.8%+12.2pp | 76.5%+8.5pp | 68.1%+16.9pp |
| Annual return | 24.64% | 23.92%+0.7pp | 24.52%+0.1pp | 41.64%-17.0pp |
| Employer contribution / active EE | $2,578 | $2,318+11.2% | $2,954-12.7% | $2,551+1.1% |
| Participant deferral / active EE | $5,762 | $4,224+36.4% | $5,098+13.0% | $4,139+39.2% |
| Admin fee / account holder | $1,719 | $9,013-80.9% | $12,098-85.8% | $7,234-76.2% |