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 | $1,623 | $73,787-97.8% | $98,716-98.4% | $82,448-98.0% |
| Participation rate | 72.0% | 61.4%+10.6pp | 69.3%+2.7pp | 68.1%+3.9pp |
| Annual return | 24.12% | 18.57%+5.6pp | 31.81%-7.7pp | 41.64%-17.5pp |
| Employer contribution / active EE | $421 | $1,511-72.1% | $2,279-81.5% | $2,551-83.5% |
| Participant deferral / active EE | $423 | $3,081-86.3% | $4,048-89.6% | $4,139-89.8% |
| Admin fee / account holder | $418 | $6,500-93.6% | $8,703-95.2% | $7,234-94.2% |