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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $133,593 | $51,638+158.7% | $68,368+95.4% | $82,448+62.0% |
| Participation rate | 72.1% | 63.6%+8.5pp | 73.8%-1.7pp | 68.1%+4.0pp |
| Annual return | 11.13% | 37.53%-26.4pp | 292.57%-281.4pp | 41.64%-30.5pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $5,702 | $2,914+95.7% | $4,123+38.3% | $4,139+37.8% |
| Admin fee / account holder | $4,133 | $4,643-11.0% | $5,150-19.7% | $7,234-42.9% |