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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $101,638 | $178,174-43.0% | $156,181-34.9% | $137,256-25.9% |
| Participation rate | 82.6% | 82.0%+0.6pp | 78.8%+3.8pp | 80.0%+2.6pp |
| Annual return | 7.27% | 84.19%-76.9pp | 64.87%-57.6pp | 220.34%-213.1pp |
| Employer contribution / active EE | $379 | $4,972-92.4% | $4,294-91.2% | $4,156-90.9% |
| Participant deferral / active EE | $2,430 | $6,888-64.7% | $6,132-60.4% | $6,407-62.1% |
| Admin fee / account holder | $6,074 | $17,404-65.1% | $14,586-58.4% | $12,270-50.5% |