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 | $17,825 | $77,896-77.1% | $134,172-86.7% | $82,448-78.4% |
| Participation rate | 87.1% | 62.8%+24.3pp | 72.5%+14.6pp | 68.1%+19.0pp |
| Annual return | 13.31% | 18.21%-4.9pp | 25.30%-12.0pp | 41.64%-28.3pp |
| Employer contribution / active EE | $0 | $2,159-100.0% | $3,420-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,951 | $3,162-6.7% | $4,690-37.1% | $4,139-28.7% |
| Admin fee / account holder | $725 | $6,336-88.6% | $12,016-94.0% | $7,234-90.0% |