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 | $8,422 | $64,480-86.9% | $81,382-89.7% | $80,856-89.6% |
| Participation rate | 81.3% | 63.9%+17.5pp | 69.5%+11.8pp | 67.6%+13.7pp |
| Annual return | 16.08% | 16.34%-0.3pp | 24.73%-8.7pp | 35.59%-19.5pp |
| Employer contribution / active EE | $2,130 | $1,978+7.7% | $2,463-13.5% | $2,755-22.7% |
| Participant deferral / active EE | $3,753 | $3,094+21.3% | $3,883-3.3% | $4,296-12.6% |
| Admin fee / account holder | $3,447 | $5,671-39.2% | $5,768-40.2% | $6,918-50.2% |