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 | $8,270 | $59,107-86.0% | $86,436-90.4% | $68,494-87.9% |
| Participation rate | 77.8% | 75.2%+2.5pp | 80.3%-2.5pp | 67.9%+9.9pp |
| Annual return | -17.39% | -0.23%-17.2pp | 4394.89%-4412.3pp | -7.84%-9.6pp |
| Employer contribution / active EE | $0 | $2,519-100.0% | $3,769-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,714 | $5,901-37.1% | $6,952-46.6% | $4,027-7.8% |
| Admin fee / account holder | $531 | $5,637-90.6% | $6,731-92.1% | $5,403-90.2% |