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 10-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 | $9,212 | $69,977-86.8% | $108,579-91.5% | $62,891-85.4% |
| Participation rate | 100.0% | 72.9%+27.1pp | 79.6%+20.4pp | 69.3%+30.7pp |
| Annual return | 5.96% | 10.73%-4.8pp | -51.70%+57.7pp | 20.14%-14.2pp |
| Employer contribution / active EE | $1,049 | $2,135-50.9% | $3,758-72.1% | $2,281-54.0% |
| Participant deferral / active EE | $1,788 | $3,165-43.5% | $4,311-58.5% | $3,203-44.2% |
| Admin fee / account holder | $783 | $5,076-84.6% | $7,645-89.8% | $4,296-81.8% |