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.)
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 | $65,489 | $154,228-57.5% | $145,433-55.0% | $137,256-52.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 7.92% | 74.59%-66.7pp | 66.58%-58.7pp | 220.34%-212.4pp |
| Employer contribution / active EE | $624 | $4,804-87.0% | $4,554-86.3% | $4,156-85.0% |
| Participant deferral / active EE | $3,832 | $8,216-53.4% | $7,897-51.5% | $6,407-40.2% |
| Admin fee / account holder | $4,348 | $14,344-69.7% | $13,129-66.9% | $12,270-64.6% |