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 | $3,953 | $95,862-95.9% | $79,550-95.0% | $134,475-97.1% |
| Participation rate | 77.3% | 75.0%+2.2pp | 69.5%+7.8pp | 81.2%-3.9pp |
| Annual return | -17.70% | -2.69%-15.0pp | 0.16%-17.9pp | 417.96%-435.7pp |
| Employer contribution / active EE | $0 | $3,128-100.0% | $2,413-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $2,416 | $4,693-48.5% | $3,985-39.4% | $6,400-62.3% |
| Admin fee / account holder | $398 | $9,126-95.6% | $6,832-94.2% | $11,426-96.5% |