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.
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 | $20,158 | $375,661-94.6% | $312,151-93.5% | $382,429-94.7% |
| Participation rate | 85.7% | 91.4%-5.6pp | 89.1%-3.4pp | 87.7%-2.0pp |
| Annual return | 13.56% | 0.11%+13.5pp | 1.82%+11.7pp | 248.85%-235.3pp |
| Employer contribution / active EE | $1,988 | $9,697-79.5% | $8,031-75.3% | $8,036-75.3% |
| Participant deferral / active EE | $2,595 | $5,737-54.8% | $5,370-51.7% | $5,727-54.7% |
| Admin fee / account holder | $335 | $64,308-99.5% | $51,799-99.4% | $30,732-98.9% |