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 10-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.
Employer 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 | $65,030 | $252,625-74.3% | $220,144-70.5% | $382,429-83.0% |
| Participation rate | 100.0% | 88.1%+11.9pp | 84.8%+15.2pp | 87.7%+12.3pp |
| Annual return | 14.20% | -1.59%+15.8pp | -0.63%+14.8pp | 248.85%-234.6pp |
| Employer contribution / active EE | $2,270 | $7,607-70.2% | $6,623-65.7% | $8,036-71.8% |
| Participant deferral / active EE | $3,283 | $4,939-33.5% | $4,718-30.4% | $5,727-42.7% |
| Admin fee / account holder | $1,315 | $17,846-92.6% | $15,617-91.6% | $30,732-95.7% |