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 | $4,975 | $82,664-94.0% | $125,339-96.0% | $68,494-92.7% |
| Participation rate | 81.4% | 75.0%+6.3pp | 82.4%-1.0pp | 67.9%+13.5pp |
| Annual return | -12.37% | -5.97%-6.4pp | 572.05%-584.4pp | -7.84%-4.5pp |
| Employer contribution / active EE | $2,017 | $3,381-40.3% | $4,814-58.1% | $2,596-22.3% |
| Participant deferral / active EE | $3,622 | $6,110-40.7% | $7,446-51.4% | $4,027-10.1% |
| Admin fee / account holder | $1,802 | $6,275-71.3% | $10,010-82.0% | $5,403-66.7% |