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.
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 | $1,663 | $124,425-98.7% | $112,040-98.5% | $137,256-98.8% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 28.24% | 24.72%+3.5pp | 24.52%+3.7pp | 220.34%-192.1pp |
| Employer contribution / active EE | $543 | $3,411-84.1% | $2,954-81.6% | $4,156-86.9% |
| Participant deferral / active EE | $1,767 | $5,718-69.1% | $5,098-65.3% | $6,407-72.4% |
| Admin fee / account holder | $346 | $15,207-97.7% | $12,098-97.1% | $12,270-97.2% |