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 | $23,029 | $99,957-77.0% | $149,696-84.6% | $73,488-68.7% |
| Participation rate | 84.3% | 75.7%+8.6pp | 82.5%+1.9pp | 70.7%+13.7pp |
| Annual return | 0.00% | 53.87%-53.9pp | 276.60%-276.6pp | 28.51%-28.5pp |
| Employer contribution / active EE | $3,565 | $3,191+11.7% | $4,644-23.2% | $2,270+57.0% |
| Participant deferral / active EE | $0 | $6,073-100.0% | $6,842-100.0% | $3,740-100.0% |
| Admin fee / account holder | $934 | $551+69.5% | $9,309-90.0% | $513+81.9% |