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.
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 | $4,713 | $178,174-97.4% | $156,181-97.0% | $137,256-96.6% |
| Participation rate | 85.7% | 82.0%+3.7pp | 78.8%+6.9pp | 80.0%+5.8pp |
| Annual return | 25.97% | 84.19%-58.2pp | 64.87%-38.9pp | 220.34%-194.4pp |
| Employer contribution / active EE | $829 | $4,972-83.3% | $4,294-80.7% | $4,156-80.1% |
| Participant deferral / active EE | $951 | $6,888-86.2% | $6,132-84.5% | $6,407-85.2% |
| Admin fee / account holder | $620 | $17,404-96.4% | $14,586-95.8% | $12,270-94.9% |