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 10-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 | $12,707 | $57,354-77.8% | $83,848-84.8% | $64,186-80.2% |
| Participation rate | 83.8% | 68.6%+15.2pp | 76.1%+7.6pp | 69.6%+14.2pp |
| Annual return | -2.88% | 11.38%-14.3pp | 850.88%-853.8pp | 7.63%-10.5pp |
| Employer contribution / active EE | $701 | $2,545-72.4% | $3,631-80.7% | $2,381-70.5% |
| Participant deferral / active EE | $2,080 | $2,993-30.5% | $4,082-49.0% | $3,470-40.0% |
| Admin fee / account holder | $923 | $4,046-77.2% | $5,478-83.1% | $4,888-81.1% |