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 3-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 | $2,325 | $76,407-97.0% | $150,298-98.5% | $82,448-97.2% |
| Participation rate | 98.6% | 66.4%+32.2pp | 77.8%+20.9pp | 68.1%+30.6pp |
| Annual return | 25.38% | 39.99%-14.6pp | 62.79%-37.4pp | 41.64%-16.3pp |
| Employer contribution / active EE | $413 | $2,614-84.2% | $4,154-90.1% | $2,551-83.8% |
| Participant deferral / active EE | $783 | $3,214-75.6% | $5,453-85.6% | $4,139-81.1% |
| Admin fee / account holder | $441 | $6,352-93.1% | $14,116-96.9% | $7,234-93.9% |