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 4-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.
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 | $2,018 | $102,245-98.0% | $89,340-97.7% | $137,256-98.5% |
| Participation rate | 80.0% | 74.9%+5.1pp | 69.6%+10.4pp | 80.0%0pp |
| Annual return | 23.32% | 21.89%+1.4pp | 20.57%+2.7pp | 220.34%-197.0pp |
| Employer contribution / active EE | $443 | $2,529-82.5% | $2,231-80.2% | $4,156-89.3% |
| Participant deferral / active EE | $525 | $4,436-88.2% | $3,823-86.3% | $6,407-91.8% |
| Admin fee / account holder | $325 | $8,085-96.0% | $6,704-95.1% | $12,270-97.3% |