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.
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 | $17,827 | $108,825-83.6% | $156,181-88.6% | $82,448-78.4% |
| Participation rate | 73.1% | 72.4%+0.8pp | 78.8%-5.7pp | 68.1%+5.1pp |
| Annual return | 16.75% | 20.59%-3.8pp | 64.87%-48.1pp | 41.64%-24.9pp |
| Employer contribution / active EE | $497 | $2,870-82.7% | $4,294-88.4% | $2,551-80.5% |
| Participant deferral / active EE | $2,012 | $4,577-56.0% | $6,132-67.2% | $4,139-51.4% |
| Admin fee / account holder | $502 | $9,341-94.6% | $14,586-96.6% | $7,234-93.1% |