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.
Participant 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 | $1,156 | $23,330-95.0% | $64,489-98.2% | $82,448-98.6% |
| Participation rate | 72.9% | 68.3%+4.6pp | 67.7%+5.2pp | 68.1%+4.8pp |
| Annual return | 22.22% | 83.66%-61.4pp | 55.03%-32.8pp | 41.64%-19.4pp |
| Employer contribution / active EE | $238 | $824-71.1% | $1,523-84.4% | $2,551-90.7% |
| Participant deferral / active EE | $635 | $1,707-62.8% | $2,778-77.1% | $4,139-84.7% |
| Admin fee / account holder | $428 | $2,946-85.5% | $4,260-90.0% | $7,234-94.1% |