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.
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.)
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 | $32,889 | $178,174-81.5% | $156,181-78.9% | $137,256-76.0% |
| Participation rate | 71.4% | 82.0%-10.6pp | 78.8%-7.4pp | 80.0%-8.5pp |
| Annual return | 11.21% | 84.19%-73.0pp | 64.87%-53.7pp | 220.34%-209.1pp |
| Employer contribution / active EE | $1,028 | $4,972-79.3% | $4,294-76.1% | $4,156-75.3% |
| Participant deferral / active EE | $271 | $6,888-96.1% | $6,132-95.6% | $6,407-95.8% |
| Admin fee / account holder | $1,846 | $17,404-89.4% | $14,586-87.3% | $12,270-85.0% |