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 | $192,863 | $117,859+63.6% | $102,438+88.3% | $145,959+32.1% |
| Participation rate | 71.4% | 78.6%-7.2pp | 76.5%-5.1pp | 80.3%-8.9pp |
| Annual return | 10.71% | 31.72%-21.0pp | 29.37%-18.7pp | 561.95%-551.2pp |
| Employer contribution / active EE | $599 | $3,615-83.4% | $3,024-80.2% | $4,661-87.2% |
| Participant deferral / active EE | $1,730 | $5,732-69.8% | $5,054-65.8% | $6,689-74.1% |
| Admin fee / account holder | $381 | $13,318-97.1% | $9,448-96.0% | $13,398-97.2% |