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.
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 | $22,008 | $106,749-79.4% | $145,433-84.9% | $82,448-73.3% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 22.04% | 27.59%-5.6pp | 66.58%-44.5pp | 41.64%-19.6pp |
| Employer contribution / active EE | $2,484 | $3,444-27.9% | $4,554-45.5% | $2,551-2.6% |
| Participant deferral / active EE | $2,168 | $6,519-66.7% | $7,897-72.6% | $4,139-47.6% |
| Admin fee / account holder | $323 | $8,390-96.1% | $13,129-97.5% | $7,234-95.5% |