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 | $17,126 | $52,353-67.3% | $120,225-85.8% | $82,448-79.2% |
| Participation rate | 75.9% | 58.3%+17.5pp | 69.6%+6.3pp | 68.1%+7.8pp |
| Annual return | 20.15% | 61.85%-41.7pp | 439.23%-419.1pp | 41.64%-21.5pp |
| Employer contribution / active EE | $214 | $1,510-85.8% | $3,475-93.8% | $2,551-91.6% |
| Participant deferral / active EE | $2,094 | $2,627-20.3% | $3,999-47.6% | $4,139-49.4% |
| Admin fee / account holder | $363 | $4,363-91.7% | $5,696-93.6% | $7,234-95.0% |