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.)
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 | $144,729 | $244,357-40.8% | $210,245-31.2% | $382,429-62.2% |
| Participation rate | 86.4% | 83.3%+3.1pp | 81.8%+4.6pp | 87.7%-1.4pp |
| Annual return | 14.20% | -7.05%+21.2pp | -5.56%+19.8pp | 248.85%-234.7pp |
| Employer contribution / active EE | $755 | $6,439-88.3% | $5,917-87.2% | $8,036-90.6% |
| Participant deferral / active EE | $3,172 | $5,089-37.7% | $4,757-33.3% | $5,727-44.6% |
| Admin fee / account holder | $6,833 | $11,489-40.5% | $13,533-49.5% | $30,732-77.8% |