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 6-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 | $13,270 | $82,664-83.9% | $125,339-89.4% | $68,494-80.6% |
| Participation rate | 70.0% | 75.0%-5.0pp | 82.4%-12.4pp | 67.9%+2.1pp |
| Annual return | -7.79% | -5.97%-1.8pp | 572.05%-579.8pp | -7.84%+0.1pp |
| Employer contribution / active EE | $788 | $3,381-76.7% | $4,814-83.6% | $2,596-69.7% |
| Participant deferral / active EE | $3,857 | $6,110-36.9% | $7,446-48.2% | $4,027-4.2% |
| Admin fee / account holder | $628 | $6,275-90.0% | $10,010-93.7% | $5,403-88.4% |