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 | $246,830 | $111,535+121.3% | $105,223+134.6% | $137,256+79.8% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.0%0pp | 80.0%-5.0pp |
| Annual return | 13.71% | 237.85%-224.1pp | 180.65%-166.9pp | 220.34%-206.6pp |
| Employer contribution / active EE | $490 | $3,939-87.6% | $3,689-86.7% | $4,156-88.2% |
| Participant deferral / active EE | $3,936 | $5,500-28.4% | $5,072-22.4% | $6,407-38.6% |
| Admin fee / account holder | $970 | $9,721-90.0% | $8,859-89.1% | $12,270-92.1% |