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 | $4,637 | $58,627-92.1% | $76,735-94.0% | $82,448-94.4% |
| Participation rate | 70.8% | 63.2%+7.6pp | 69.5%+1.3pp | 68.1%+2.7pp |
| Annual return | 26.81% | 39.10%-12.3pp | 29.77%-3.0pp | 41.64%-14.8pp |
| Employer contribution / active EE | $317 | $1,729-81.6% | $2,454-87.1% | $2,551-87.6% |
| Participant deferral / active EE | $1,798 | $3,134-42.6% | $4,088-56.0% | $4,139-56.6% |
| Admin fee / account holder | $839 | $5,323-84.2% | $7,189-88.3% | $7,234-88.4% |