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 | $40,827 | $111,814-63.5% | $103,374-60.5% | $145,959-72.0% |
| Participation rate | 87.5% | 77.9%+9.6pp | 74.5%+13.0pp | 80.3%+7.2pp |
| Annual return | 6.19% | 24.77%-18.6pp | 24.89%-18.7pp | 561.95%-555.8pp |
| Employer contribution / active EE | $398 | $4,214-90.6% | $3,869-89.7% | $4,661-91.5% |
| Participant deferral / active EE | $1,587 | $5,618-71.8% | $5,058-68.6% | $6,689-76.3% |
| Admin fee / account holder | $945 | $9,754-90.3% | $8,394-88.7% | $13,398-92.9% |