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 | $5,813 | $189,613-96.9% | $167,512-96.5% | $142,382-95.9% |
| Participation rate | 95.7% | 80.1%+15.5pp | 77.1%+18.6pp | 80.1%+15.5pp |
| Annual return | 19.83% | 2024.68%-2004.9pp | 1615.79%-1596.0pp | 217.08%-197.2pp |
| Employer contribution / active EE | $1,686 | $4,349-61.2% | $3,882-56.6% | $4,299-60.8% |
| Participant deferral / active EE | $1,943 | $6,981-72.2% | $6,405-69.7% | $6,507-70.1% |
| Admin fee / account holder | $850 | $10,528-91.9% | $9,769-91.3% | $12,624-93.3% |