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 | $33,718 | $159,934-78.9% | $147,005-77.1% | $145,959-76.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 19.48% | 98.24%-78.8pp | 418.76%-399.3pp | 561.95%-542.5pp |
| Employer contribution / active EE | $1,191 | $5,287-77.5% | $4,934-75.9% | $4,661-74.4% |
| Participant deferral / active EE | $1,812 | $8,427-78.5% | $8,070-77.5% | $6,689-72.9% |
| Admin fee / account holder | $1,262 | $15,053-91.6% | $13,006-90.3% | $13,398-90.6% |