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.)
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 | $93,845 | $538,095-82.6% | $477,111-80.3% | $382,429-75.5% |
| Participation rate | 92.3% | 90.5%+1.8pp | 88.9%+3.5pp | 87.7%+4.6pp |
| Annual return | 20.74% | 104.06%-83.3pp | 101.90%-81.2pp | 248.85%-228.1pp |
| Employer contribution / active EE | $1,141 | $9,361-87.8% | $8,708-86.9% | $8,036-85.8% |
| Participant deferral / active EE | $3,576 | $7,856-54.5% | $7,539-52.6% | $5,727-37.6% |
| Admin fee / account holder | $1,356 | $48,739-97.2% | $42,132-96.8% | $30,732-95.6% |