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 | $161,441 | $161,352+0.1% | $134,172+20.3% | $137,256+17.6% |
| Participation rate | 87.5% | 78.3%+9.2pp | 72.5%+15.0pp | 80.0%+7.5pp |
| Annual return | 10.77% | 28.72%-17.9pp | 25.30%-14.5pp | 220.34%-209.6pp |
| Employer contribution / active EE | $483 | $4,099-88.2% | $3,420-85.9% | $4,156-88.4% |
| Participant deferral / active EE | $515 | $5,552-90.7% | $4,690-89.0% | $6,407-92.0% |
| Admin fee / account holder | $1,898 | $15,028-87.4% | $12,016-84.2% | $12,270-84.5% |