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 6-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 | $12,924 | $82,664-84.4% | $125,339-89.7% | $68,494-81.1% |
| Participation rate | 77.3% | 75.0%+2.2pp | 82.4%-5.1pp | 67.9%+9.4pp |
| Annual return | -15.84% | -5.97%-9.9pp | 572.05%-587.9pp | -7.84%-8.0pp |
| Employer contribution / active EE | $2,778 | $3,381-17.8% | $4,814-42.3% | $2,596+7.0% |
| Participant deferral / active EE | $6,380 | $6,110+4.4% | $7,446-14.3% | $4,027+58.4% |
| Admin fee / account holder | $1,961 | $6,275-68.7% | $10,010-80.4% | $5,403-63.7% |