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 | $3,408 | $100,970-96.6% | $96,576-96.5% | $137,256-97.5% |
| Participation rate | 84.6% | 82.6%+2.0pp | 81.4%+3.2pp | 80.0%+4.7pp |
| Annual return | 33.88% | 38.16%-4.3pp | 38.47%-4.6pp | 220.34%-186.5pp |
| Employer contribution / active EE | $923 | $3,809-75.8% | $3,553-74.0% | $4,156-77.8% |
| Participant deferral / active EE | $1,089 | $8,286-86.9% | $7,956-86.3% | $6,407-83.0% |
| Admin fee / account holder | $491 | $11,312-95.7% | $11,381-95.7% | $12,270-96.0% |