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 6-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 | $7,849 | $51,638-84.8% | $68,368-88.5% | $82,448-90.5% |
| Participation rate | 75.8% | 63.6%+12.2pp | 73.8%+2.1pp | 68.1%+7.7pp |
| Annual return | 21.31% | 37.53%-16.2pp | 292.57%-271.3pp | 41.64%-20.3pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,995 | $2,914-31.5% | $4,123-51.6% | $4,139-51.8% |
| Admin fee / account holder | $348 | $4,643-92.5% | $5,150-93.2% | $7,234-95.2% |