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.
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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $21,773 | $108,825-80.0% | $156,181-86.1% | $82,448-73.6% |
| Participation rate | 84.0% | 72.4%+11.6pp | 78.8%+5.2pp | 68.1%+15.9pp |
| Annual return | 3.87% | 20.59%-16.7pp | 64.87%-61.0pp | 41.64%-37.8pp |
| Employer contribution / active EE | $286 | $2,870-90.0% | $4,294-93.3% | $2,551-88.8% |
| Participant deferral / active EE | $1,144 | $4,577-75.0% | $6,132-81.3% | $4,139-72.4% |
| Admin fee / account holder | $2,518 | $9,341-73.0% | $14,586-82.7% | $7,234-65.2% |