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.)
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 | $20,381 | $78,520-74.0% | $96,576-78.9% | $82,448-75.3% |
| Participation rate | 94.9% | 77.7%+17.1pp | 81.4%+13.4pp | 68.1%+26.8pp |
| Annual return | 18.56% | 41.30%-22.7pp | 38.47%-19.9pp | 41.64%-23.1pp |
| Employer contribution / active EE | $1,389 | $2,630-47.2% | $3,553-60.9% | $2,551-45.5% |
| Participant deferral / active EE | $2,595 | $6,754-61.6% | $7,956-67.4% | $4,139-37.3% |
| Admin fee / account holder | $2,035 | $13,455-84.9% | $11,381-82.1% | $7,234-71.9% |