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 7-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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $13,011 | $106,749-87.8% | $145,433-91.1% | $82,448-84.2% |
| Participation rate | 87.0% | 75.6%+11.3pp | 82.1%+4.8pp | 68.1%+18.9pp |
| Annual return | 11.62% | 27.59%-16.0pp | 66.58%-55.0pp | 41.64%-30.0pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,444 | $6,519-62.5% | $7,897-69.0% | $4,139-40.9% |
| Admin fee / account holder | $1,302 | $8,390-84.5% | $13,129-90.1% | $7,234-82.0% |