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 | $12,105 | $159,934-92.4% | $147,005-91.8% | $145,959-91.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.50% | 98.24%-86.7pp | 418.76%-407.3pp | 561.95%-550.4pp |
| Employer contribution / active EE | $956 | $5,287-81.9% | $4,934-80.6% | $4,661-79.5% |
| Participant deferral / active EE | $5,749 | $8,427-31.8% | $8,070-28.8% | $6,689-14.0% |
| Admin fee / account holder | $11,019 | $15,053-26.8% | $13,006-15.3% | $13,398-17.8% |