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 | $8,217 | $80,673-89.8% | $101,326-91.9% | $84,808-90.3% |
| Participation rate | 89.5% | 77.8%+11.7pp | 81.5%+8.0pp | 68.3%+21.2pp |
| Annual return | 39.73% | 38.95%+0.8pp | 36.82%+2.9pp | 40.90%-1.2pp |
| Employer contribution / active EE | $608 | $2,698-77.5% | $3,665-83.4% | $2,631-76.9% |
| Participant deferral / active EE | $3,856 | $6,840-43.6% | $7,994-51.8% | $4,212-8.5% |
| Admin fee / account holder | $333 | $12,784-97.4% | $11,185-97.0% | $7,344-95.5% |