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 5-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 | $9,016 | $77,145-88.3% | $108,410-91.7% | $85,850-89.5% |
| Participation rate | 81.5% | 74.7%+6.8pp | 80.1%+1.3pp | 69.3%+12.2pp |
| Annual return | 0.00% | 44.54%-44.5pp | 905.27%-905.3pp | 318.53%-318.5pp |
| Employer contribution / active EE | $916 | $2,379-61.5% | $3,558-74.3% | $2,565-64.3% |
| Participant deferral / active EE | $7,523 | $5,566+35.1% | $6,563+14.6% | $3,952+90.4% |
| Admin fee / account holder | $315 | $5,172-93.9% | $7,295-95.7% | $6,260-95.0% |