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.)
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 | $65,659 | $117,859-44.3% | $102,438-35.9% | $145,959-55.0% |
| Participation rate | 75.0% | 78.6%-3.6pp | 76.5%-1.5pp | 80.3%-5.3pp |
| Annual return | 10.83% | 31.72%-20.9pp | 29.37%-18.5pp | 561.95%-551.1pp |
| Employer contribution / active EE | $1,137 | $3,615-68.6% | $3,024-62.4% | $4,661-75.6% |
| Participant deferral / active EE | $1,172 | $5,732-79.6% | $5,054-76.8% | $6,689-82.5% |
| Admin fee / account holder | $4,830 | $13,318-63.7% | $9,448-48.9% | $13,398-64.0% |