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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $19,652 | $106,749-81.6% | $145,433-86.5% | $82,448-76.2% |
| Participation rate | 96.0% | 75.6%+20.4pp | 82.1%+13.9pp | 68.1%+27.9pp |
| Annual return | 13.71% | 27.59%-13.9pp | 66.58%-52.9pp | 41.64%-27.9pp |
| Employer contribution / active EE | $1,361 | $3,444-60.5% | $4,554-70.1% | $2,551-46.7% |
| Participant deferral / active EE | $4,976 | $6,519-23.7% | $7,897-37.0% | $4,139+20.2% |
| Admin fee / account holder | $1,558 | $8,390-81.4% | $13,129-88.1% | $7,234-78.5% |