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).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,323 | $55,932-67.2% | $76,735-76.1% | $67,986-73.0% |
| Participation rate | 77.0% | 50.8%+26.2pp | 69.5%+7.5pp | 57.2%+19.8pp |
| Annual return | 13.53% | 23.10%-9.6pp | 29.77%-16.2pp | 31.67%-18.1pp |
| Employer contribution / active EE | $222 | $1,487-85.1% | $2,454-90.9% | $2,019-89.0% |
| Participant deferral / active EE | $2,501 | $2,558-2.2% | $4,088-38.8% | $3,358-25.5% |
| Admin fee / account holder | $4,769 | $4,907-2.8% | $7,189-33.7% | $3,203+48.9% |