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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $6,970 | $81,233-91.4% | $155,567-95.5% | $80,874-91.4% |
| Participation rate | 92.9% | 66.2%+26.6pp | 78.2%+14.7pp | 67.6%+25.2pp |
| Annual return | 8.44% | 33.33%-24.9pp | 64.74%-56.3pp | 35.62%-27.2pp |
| Employer contribution / active EE | $1,117 | $3,101-64.0% | $4,674-76.1% | $2,756-59.5% |
| Participant deferral / active EE | $1,875 | $3,452-45.7% | $5,628-66.7% | $4,297-56.4% |
| Admin fee / account holder | $876 | $7,998-89.0% | $15,916-94.5% | $6,935-87.4% |