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 | $16,683 | $111,814-85.1% | $93,654-82.2% | $145,959-88.6% |
| Participation rate | 71.4% | 74.2%-2.8pp | 68.7%+2.7pp | 80.3%-8.9pp |
| Annual return | 16.03% | 203.30%-187.3pp | 133.34%-117.3pp | 561.95%-545.9pp |
| Employer contribution / active EE | $351 | $3,092-88.7% | $2,421-85.5% | $4,661-92.5% |
| Participant deferral / active EE | $577 | $4,914-88.3% | $4,413-86.9% | $6,689-91.4% |
| Admin fee / account holder | $2,138 | $10,246-79.1% | $8,282-74.2% | $13,398-84.0% |