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 7-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 | $18,039 | $142,344-87.3% | $119,609-84.9% | $134,475-86.6% |
| Participation rate | 91.7% | 82.8%+8.9pp | 79.3%+12.4pp | 81.2%+10.4pp |
| Annual return | -12.15% | -12.44%+0.3pp | -14.97%+2.8pp | 417.96%-430.1pp |
| Employer contribution / active EE | $4,110 | $5,222-21.3% | $4,232-2.9% | $4,740-13.3% |
| Participant deferral / active EE | $5,875 | $6,469-9.2% | $5,602+4.9% | $6,400-8.2% |
| Admin fee / account holder | $1,787 | $13,584-86.8% | $10,323-82.7% | $11,426-84.4% |