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 7-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.
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.
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 | $251 | $172,111-99.9% | $150,298-99.8% | $137,256-99.8% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | -99.80% | 69.37%-169.2pp | 62.79%-162.6pp | 220.34%-320.1pp |
| Employer contribution / active EE | $2,923 | $4,636-37.0% | $4,154-29.6% | $4,156-29.7% |
| Participant deferral / active EE | $8,867 | $6,166+43.8% | $5,453+62.6% | $6,407+38.4% |
| Admin fee / account holder | $6,818 | $16,471-58.6% | $14,116-51.7% | $12,270-44.4% |