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.)
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 | $13,595 | $58,627-76.8% | $76,735-82.3% | $82,448-83.5% |
| Participation rate | 86.7% | 63.2%+23.4pp | 69.5%+17.2pp | 68.1%+18.6pp |
| Annual return | 11.84% | 39.10%-27.3pp | 29.77%-17.9pp | 41.64%-29.8pp |
| Employer contribution / active EE | $0 | $1,729-100.0% | $2,454-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $958 | $3,134-69.4% | $4,088-76.6% | $4,139-76.9% |
| Admin fee / account holder | $717 | $5,323-86.5% | $7,189-90.0% | $7,234-90.1% |