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.
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 | $12,110 | $95,453-87.3% | $112,040-89.2% | $82,448-85.3% |
| Participation rate | 74.3% | 72.8%+1.5pp | 76.5%-2.2pp | 68.1%+6.2pp |
| Annual return | 22.16% | 23.92%-1.8pp | 24.52%-2.4pp | 41.64%-19.5pp |
| Employer contribution / active EE | $0 | $2,318-100.0% | $2,954-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,901 | $4,224-31.3% | $5,098-43.1% | $4,139-29.9% |
| Admin fee / account holder | $1,128 | $9,013-87.5% | $12,098-90.7% | $7,234-84.4% |