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 | $30,125 | $124,425-75.8% | $112,040-73.1% | $137,256-78.1% |
| Participation rate | 75.0% | 79.3%-4.3pp | 76.5%-1.5pp | 80.0%-5.0pp |
| Annual return | 14.44% | 24.72%-10.3pp | 24.52%-10.1pp | 220.34%-205.9pp |
| Employer contribution / active EE | $855 | $3,411-74.9% | $2,954-71.0% | $4,156-79.4% |
| Participant deferral / active EE | $1,697 | $5,718-70.3% | $5,098-66.7% | $6,407-73.5% |
| Admin fee / account holder | $1,113 | $15,207-92.7% | $12,098-90.8% | $12,270-90.9% |