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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $36,061 | $88,672-59.3% | $105,223-65.7% | $82,448-56.3% |
| Participation rate | 85.2% | 67.9%+17.3pp | 75.0%+10.1pp | 68.1%+17.1pp |
| Annual return | 9.73% | 30.86%-21.1pp | 180.65%-170.9pp | 41.64%-31.9pp |
| Employer contribution / active EE | $6,070 | $3,048+99.2% | $3,689+64.6% | $2,551+138.0% |
| Participant deferral / active EE | $1,522 | $4,036-62.3% | $5,072-70.0% | $4,139-63.2% |
| Admin fee / account holder | $4,076 | $7,146-43.0% | $8,859-54.0% | $7,234-43.7% |