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.
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 | $4,490 | $172,111-97.4% | $150,298-97.0% | $137,256-96.7% |
| Participation rate | 95.7% | 81.7%+13.9pp | 77.8%+17.9pp | 80.0%+15.7pp |
| Annual return | 21.75% | 69.37%-47.6pp | 62.79%-41.0pp | 220.34%-198.6pp |
| Employer contribution / active EE | $325 | $4,636-93.0% | $4,154-92.2% | $4,156-92.2% |
| Participant deferral / active EE | $665 | $6,166-89.2% | $5,453-87.8% | $6,407-89.6% |
| Admin fee / account holder | $423 | $16,471-97.4% | $14,116-97.0% | $12,270-96.6% |