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 4-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 | $54,114 | $183,592-70.5% | $155,567-65.2% | $145,959-62.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.89% | 61.24%-49.3pp | 64.74%-52.8pp | 561.95%-550.1pp |
| Employer contribution / active EE | $2,753 | $5,315-48.2% | $4,674-41.1% | $4,661-40.9% |
| Participant deferral / active EE | $1,408 | $6,464-78.2% | $5,628-75.0% | $6,689-78.9% |
| Admin fee / account holder | $1,112 | $19,318-94.2% | $15,916-93.0% | $13,398-91.7% |