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 | $48,793 | $108,825-55.2% | $156,181-68.8% | $82,448-40.8% |
| Participation rate | 96.7% | 72.4%+24.4pp | 78.8%+17.9pp | 68.1%+28.7pp |
| Annual return | 14.31% | 20.59%-6.3pp | 64.87%-50.6pp | 41.64%-27.3pp |
| Employer contribution / active EE | $271 | $2,870-90.6% | $4,294-93.7% | $2,551-89.4% |
| Participant deferral / active EE | $2,711 | $4,577-40.8% | $6,132-55.8% | $4,139-34.5% |
| Admin fee / account holder | $1,986 | $9,341-78.7% | $14,586-86.4% | $7,234-72.5% |