Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 4-year trajectory for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $3,034 | $87,166-96.5% | $76,735-96.0% | $137,256-97.8% |
| Participation rate | 73.3% | 74.4%-1.0pp | 69.5%+3.8pp | 80.0%-6.6pp |
| Annual return | 22.42% | 26.50%-4.1pp | 29.77%-7.3pp | 220.34%-197.9pp |
| Employer contribution / active EE | $0 | $2,904-100.0% | $2,454-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $531 | $4,726-88.8% | $4,088-87.0% | $6,407-91.7% |
| Admin fee / account holder | $346 | $8,403-95.9% | $7,189-95.2% | $12,270-97.2% |