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 | $1,925 | $51,638-96.3% | $68,368-97.2% | $82,448-97.7% |
| Participation rate | 90.2% | 63.6%+26.6pp | 73.8%+16.4pp | 68.1%+22.1pp |
| Annual return | 28.78% | 37.53%-8.8pp | 292.57%-263.8pp | 41.64%-12.9pp |
| Employer contribution / active EE | $86 | $2,047-95.8% | $2,649-96.7% | $2,551-96.6% |
| Participant deferral / active EE | $1,537 | $2,914-47.2% | $4,123-62.7% | $4,139-62.9% |
| Admin fee / account holder | $409 | $4,643-91.2% | $5,150-92.1% | $7,234-94.3% |