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 10-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 | $234,058 | $538,095-56.5% | $477,111-50.9% | $382,429-38.8% |
| Participation rate | 90.0% | 90.5%-0.5pp | 88.9%+1.1pp | 87.7%+2.3pp |
| Annual return | 18.83% | 104.06%-85.2pp | 101.90%-83.1pp | 248.85%-230.0pp |
| Employer contribution / active EE | $2,107 | $9,361-77.5% | $8,708-75.8% | $8,036-73.8% |
| Participant deferral / active EE | $4,048 | $7,856-48.5% | $7,539-46.3% | $5,727-29.3% |
| Admin fee / account holder | $2,258 | $48,739-95.4% | $42,132-94.6% | $30,732-92.7% |