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 7-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 | $2,034 | $76,407-97.3% | $150,298-98.6% | $82,448-97.5% |
| Participation rate | 72.1% | 66.4%+5.7pp | 77.8%-5.6pp | 68.1%+4.1pp |
| Annual return | 14.14% | 39.99%-25.9pp | 62.79%-48.6pp | 41.64%-27.5pp |
| Employer contribution / active EE | $93 | $2,614-96.5% | $4,154-97.8% | $2,551-96.4% |
| Participant deferral / active EE | $700 | $3,214-78.2% | $5,453-87.2% | $4,139-83.1% |
| Admin fee / account holder | $749 | $6,352-88.2% | $14,116-94.7% | $7,234-89.6% |