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.
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 | $4,135 | $88,672-95.3% | $105,223-96.1% | $82,448-95.0% |
| Participation rate | 80.4% | 67.9%+12.5pp | 75.0%+5.4pp | 68.1%+12.4pp |
| Annual return | 66.69% | 30.86%+35.8pp | 180.65%-114.0pp | 41.64%+25.0pp |
| Employer contribution / active EE | $0 | $3,048-100.0% | $3,689-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,958 | $4,036-51.5% | $5,072-61.4% | $4,139-52.7% |
| Admin fee / account holder | $604 | $7,146-91.6% | $8,859-93.2% | $7,234-91.7% |