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 4-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 | $3,394 | $58,627-94.2% | $76,735-95.6% | $82,448-95.9% |
| Participation rate | 77.6% | 63.2%+14.4pp | 69.5%+8.1pp | 68.1%+9.5pp |
| Annual return | 14.04% | 39.10%-25.1pp | 29.77%-15.7pp | 41.64%-27.6pp |
| Employer contribution / active EE | $287 | $1,729-83.4% | $2,454-88.3% | $2,551-88.8% |
| Participant deferral / active EE | $1,763 | $3,134-43.7% | $4,088-56.9% | $4,139-57.4% |
| Admin fee / account holder | $1,432 | $5,323-73.1% | $7,189-80.1% | $7,234-80.2% |