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 4-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 | $4,612 | $88,672-94.8% | $105,223-95.6% | $82,448-94.4% |
| Participation rate | 83.8% | 67.9%+15.9pp | 75.0%+8.7pp | 68.1%+15.7pp |
| Annual return | 17.07% | 30.86%-13.8pp | 180.65%-163.6pp | 41.64%-24.6pp |
| Employer contribution / active EE | $380 | $3,048-87.5% | $3,689-89.7% | $2,551-85.1% |
| Participant deferral / active EE | $437 | $4,036-89.2% | $5,072-91.4% | $4,139-89.4% |
| Admin fee / account holder | $730 | $7,146-89.8% | $8,859-91.8% | $7,234-89.9% |