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 9-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 | $18,549 | $209,336-91.1% | $197,124-90.6% | $137,256-86.5% |
| Participation rate | 72.7% | 87.3%-14.6pp | 86.7%-14.0pp | 80.0%-7.2pp |
| Annual return | 13.13% | 48.09%-35.0pp | 44.34%-31.2pp | 220.34%-207.2pp |
| Employer contribution / active EE | $1,522 | $6,591-76.9% | $6,227-75.6% | $4,156-63.4% |
| Participant deferral / active EE | $2,361 | $9,614-75.4% | $9,135-74.1% | $6,407-63.1% |
| Admin fee / account holder | $313 | $17,308-98.2% | $16,298-98.1% | $12,270-97.4% |