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 | $10,210 | $106,749-90.4% | $145,433-93.0% | $82,448-87.6% |
| Participation rate | 71.4% | 75.6%-4.2pp | 82.1%-10.7pp | 68.1%+3.4pp |
| Annual return | 18.91% | 27.59%-8.7pp | 66.58%-47.7pp | 41.64%-22.7pp |
| Employer contribution / active EE | $179 | $3,444-94.8% | $4,554-96.1% | $2,551-93.0% |
| Participant deferral / active EE | $1,735 | $6,519-73.4% | $7,897-78.0% | $4,139-58.1% |
| Admin fee / account holder | $544 | $8,390-93.5% | $13,129-95.9% | $7,234-92.5% |