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 | $14,329 | $84,487-83.0% | $125,339-88.6% | $66,914-78.6% |
| Participation rate | 81.2% | 76.4%+4.8pp | 82.4%-1.2pp | 69.8%+11.4pp |
| Annual return | 0.00% | -8.39%+8.4pp | 572.05%-572.1pp | 1.58%-1.6pp |
| Employer contribution / active EE | $2,876 | $3,553-19.0% | $4,814-40.2% | $2,544+13.1% |
| Participant deferral / active EE | $6,687 | $6,781-1.4% | $7,446-10.2% | $4,237+57.8% |
| Admin fee / account holder | $313 | $685-54.3% | $10,010-96.9% | $593-47.3% |