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 | $14,614 | $72,404-79.8% | $110,238-86.7% | $64,186-77.2% |
| Participation rate | 98.5% | 73.3%+25.1pp | 79.8%+18.7pp | 69.6%+28.9pp |
| Annual return | -5.02% | -6.29%+1.3pp | 314.74%-319.8pp | 7.63%-12.6pp |
| Employer contribution / active EE | $712 | $2,282-68.8% | $3,826-81.4% | $2,381-70.1% |
| Participant deferral / active EE | $2,239 | $3,469-35.5% | $4,672-52.1% | $3,470-35.5% |
| Admin fee / account holder | $1,908 | $5,664-66.3% | $8,547-77.7% | $4,888-61.0% |