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 | $57,384 | $159,934-64.1% | $147,005-61.0% | $145,959-60.7% |
| Participation rate | 70.0% | 84.0%-14.0pp | 82.2%-12.2pp | 80.3%-10.3pp |
| Annual return | 12.29% | 98.24%-85.9pp | 418.76%-406.5pp | 561.95%-549.7pp |
| Employer contribution / active EE | $952 | $5,287-82.0% | $4,934-80.7% | $4,661-79.6% |
| Participant deferral / active EE | $4,145 | $8,427-50.8% | $8,070-48.6% | $6,689-38.0% |
| Admin fee / account holder | $545 | $15,053-96.4% | $13,006-95.8% | $13,398-95.9% |