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.)
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 | $123,060 | $124,425-1.1% | $112,040+9.8% | $137,256-10.3% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 8.13% | 24.72%-16.6pp | 24.52%-16.4pp | 220.34%-212.2pp |
| Employer contribution / active EE | $5,556 | $3,411+62.9% | $2,954+88.1% | $4,156+33.7% |
| Participant deferral / active EE | $670 | $5,718-88.3% | $5,098-86.9% | $6,407-89.5% |
| Admin fee / account holder | $692 | $15,207-95.4% | $12,098-94.3% | $12,270-94.4% |