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.
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 | $2,492 | $154,228-98.4% | $145,433-98.3% | $137,256-98.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 24.94% | 74.59%-49.6pp | 66.58%-41.6pp | 220.34%-195.4pp |
| Employer contribution / active EE | $936 | $4,804-80.5% | $4,554-79.5% | $4,156-77.5% |
| Participant deferral / active EE | $1,005 | $8,216-87.8% | $7,897-87.3% | $6,407-84.3% |
| Admin fee / account holder | $905 | $14,344-93.7% | $13,129-93.1% | $12,270-92.6% |