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.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $279,043 | $209,336+33.3% | $197,124+41.6% | $137,256+103.3% |
| Participation rate | 80.0% | 87.3%-7.3pp | 86.7%-6.7pp | 80.0%0pp |
| Annual return | 19.33% | 48.09%-28.8pp | 44.34%-25.0pp | 220.34%-201.0pp |
| Employer contribution / active EE | $1,054 | $6,591-84.0% | $6,227-83.1% | $4,156-74.6% |
| Participant deferral / active EE | $21,782 | $9,614+126.6% | $9,135+138.5% | $6,407+240.0% |
| Admin fee / account holder | $27,980 | $17,308+61.7% | $16,298+71.7% | $12,270+128.0% |