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 5-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 | $2,888 | $76,407-96.2% | $150,298-98.1% | $82,448-96.5% |
| Participation rate | 84.7% | 66.4%+18.3pp | 77.8%+6.9pp | 68.1%+16.6pp |
| Annual return | 19.60% | 39.99%-20.4pp | 62.79%-43.2pp | 41.64%-22.0pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $566 | $3,214-82.4% | $5,453-89.6% | $4,139-86.3% |
| Admin fee / account holder | $385 | $6,352-93.9% | $14,116-97.3% | $7,234-94.7% |