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 4-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 | $13,406 | $81,460-83.5% | $103,333-87.0% | $80,856-83.4% |
| Participation rate | 81.3% | 66.8%+14.4pp | 74.5%+6.7pp | 67.6%+13.6pp |
| Annual return | 12.26% | 25.55%-13.3pp | 24.88%-12.6pp | 35.59%-23.3pp |
| Employer contribution / active EE | $2,198 | $3,105-29.2% | $3,868-43.2% | $2,755-20.2% |
| Participant deferral / active EE | $3,808 | $3,869-1.6% | $5,057-24.7% | $4,296-11.4% |
| Admin fee / account holder | $1,841 | $6,566-72.0% | $8,355-78.0% | $6,918-73.4% |