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 | $84,738 | $178,174-52.4% | $156,181-45.7% | $137,256-38.3% |
| Participation rate | 85.7% | 82.0%+3.7pp | 78.8%+6.9pp | 80.0%+5.8pp |
| Annual return | 13.74% | 84.19%-70.5pp | 64.87%-51.1pp | 220.34%-206.6pp |
| Employer contribution / active EE | $601 | $4,972-87.9% | $4,294-86.0% | $4,156-85.5% |
| Participant deferral / active EE | $3,622 | $6,888-47.4% | $6,132-40.9% | $6,407-43.5% |
| Admin fee / account holder | $1,150 | $17,404-93.4% | $14,586-92.1% | $12,270-90.6% |