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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $188,729 | $111,814+68.8% | $103,374+82.6% | $145,959+29.3% |
| Participation rate | 77.8% | 77.9%-0.2pp | 74.5%+3.3pp | 80.3%-2.5pp |
| Annual return | 12.53% | 24.77%-12.2pp | 24.89%-12.4pp | 561.95%-549.4pp |
| Employer contribution / active EE | $33,495 | $4,214+694.9% | $3,869+765.6% | $4,661+618.6% |
| Participant deferral / active EE | $650 | $5,618-88.4% | $5,058-87.1% | $6,689-90.3% |
| Admin fee / account holder | $5,327 | $9,754-45.4% | $8,394-36.5% | $13,398-60.2% |