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.
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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $16,780 | $51,638-67.5% | $68,368-75.5% | $82,448-79.6% |
| Participation rate | 75.9% | 63.6%+12.3pp | 73.8%+2.1pp | 68.1%+7.8pp |
| Annual return | 7.41% | 37.53%-30.1pp | 292.57%-285.2pp | 41.64%-34.2pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $252 | $2,914-91.4% | $4,123-93.9% | $4,139-93.9% |
| Admin fee / account holder | $435 | $4,643-90.6% | $5,150-91.6% | $7,234-94.0% |