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 8-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 | $5,870 | $92,703-93.7% | $82,719-92.9% | $134,475-95.6% |
| Participation rate | 89.5% | 75.2%+14.3pp | 72.6%+16.9pp | 81.2%+8.3pp |
| Annual return | -16.18% | 944.92%-961.1pp | 701.18%-717.4pp | 417.96%-434.1pp |
| Employer contribution / active EE | $1,048 | $3,274-68.0% | $3,009-65.2% | $4,740-77.9% |
| Participant deferral / active EE | $1,631 | $4,802-66.0% | $4,395-62.9% | $6,400-74.5% |
| Admin fee / account holder | $310 | $5,983-94.8% | $5,329-94.2% | $11,426-97.3% |