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 9-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.
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 | $54,668 | $209,336-73.9% | $197,124-72.3% | $137,256-60.2% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 24.71% | 48.09%-23.4pp | 44.34%-19.6pp | 220.34%-195.6pp |
| Employer contribution / active EE | $893 | $6,591-86.5% | $6,227-85.7% | $4,156-78.5% |
| Participant deferral / active EE | $2,350 | $9,614-75.6% | $9,135-74.3% | $6,407-63.3% |
| Admin fee / account holder | $35,203 | $17,308+103.4% | $16,298+116.0% | $12,270+186.9% |