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 | $9,792 | $88,672-89.0% | $105,223-90.7% | $82,448-88.1% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 16.37% | 30.86%-14.5pp | 180.65%-164.3pp | 41.64%-25.3pp |
| Employer contribution / active EE | $2,130 | $3,048-30.1% | $3,689-42.3% | $2,551-16.5% |
| Participant deferral / active EE | $1,637 | $4,036-59.4% | $5,072-67.7% | $4,139-60.5% |
| Admin fee / account holder | $1,001 | $7,146-86.0% | $8,859-88.7% | $7,234-86.2% |