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 | $56,366 | $95,453-40.9% | $112,040-49.7% | $82,448-31.6% |
| Participation rate | 74.1% | 72.8%+1.3pp | 76.5%-2.4pp | 68.1%+6.0pp |
| Annual return | 9.63% | 23.92%-14.3pp | 24.52%-14.9pp | 41.64%-32.0pp |
| Employer contribution / active EE | $0 | $2,318-100.0% | $2,954-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,275 | $4,224-22.5% | $5,098-35.7% | $4,139-20.9% |
| Admin fee / account holder | $1,275 | $9,013-85.9% | $12,098-89.5% | $7,234-82.4% |