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 | $227,239 | $178,174+27.5% | $156,181+45.5% | $137,256+65.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 18.02% | 84.19%-66.2pp | 64.87%-46.9pp | 220.34%-202.3pp |
| Employer contribution / active EE | $969 | $4,972-80.5% | $4,294-77.4% | $4,156-76.7% |
| Participant deferral / active EE | $4,148 | $6,888-39.8% | $6,132-32.4% | $6,407-35.3% |
| Admin fee / account holder | $7,935 | $17,404-54.4% | $14,586-45.6% | $12,270-35.3% |