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 | $5,595 | $64,839-91.4% | $95,585-94.1% | $84,808-93.4% |
| Participation rate | 92.5% | 63.8%+28.6pp | 72.1%+20.4pp | 68.3%+24.1pp |
| Annual return | 19.66% | -670.96%+690.6pp | 38.56%-18.9pp | 40.90%-21.2pp |
| Employer contribution / active EE | $904 | $1,759-48.6% | $2,527-64.2% | $2,631-65.6% |
| Participant deferral / active EE | $2,995 | $2,965+1.0% | $4,023-25.5% | $4,212-28.9% |
| Admin fee / account holder | $2,088 | $5,964-65.0% | $6,127-65.9% | $7,344-71.6% |