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 3-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 | $9,507 | $189,613-95.0% | $167,512-94.3% | $142,382-93.3% |
| Participation rate | 77.8% | 80.1%-2.4pp | 77.1%+0.7pp | 80.1%-2.3pp |
| Annual return | 27.52% | 2024.68%-1997.2pp | 1615.79%-1588.3pp | 217.08%-189.6pp |
| Employer contribution / active EE | $518 | $4,349-88.1% | $3,882-86.6% | $4,299-87.9% |
| Participant deferral / active EE | $2,930 | $6,981-58.0% | $6,405-54.3% | $6,507-55.0% |
| Admin fee / account holder | $510 | $10,528-95.2% | $9,769-94.8% | $12,624-96.0% |