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 | $33,827 | $171,865-80.3% | $149,718-77.4% | $147,584-77.1% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 17.99% | 2113.22%-2095.2pp | 1501.63%-1483.6pp | 578.55%-560.6pp |
| Employer contribution / active EE | $2,415 | $6,275-61.5% | $5,445-55.6% | $4,876-50.5% |
| Participant deferral / active EE | $3,132 | $7,271-56.9% | $6,569-52.3% | $5,439-42.4% |
| Admin fee / account holder | $2,365 | $13,799-82.9% | $11,283-79.0% | $10,885-78.3% |