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.
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 | $3,801 | $23,330-83.7% | $64,489-94.1% | $82,448-95.4% |
| Participation rate | 78.9% | 68.3%+10.7pp | 67.7%+11.3pp | 68.1%+10.9pp |
| Annual return | 16.28% | 83.66%-67.4pp | 55.03%-38.8pp | 41.64%-25.4pp |
| Employer contribution / active EE | $0 | $824-100.0% | $1,523-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,346 | $1,707-21.2% | $2,778-51.6% | $4,139-67.5% |
| Admin fee / account holder | $693 | $2,946-76.5% | $4,260-83.7% | $7,234-90.4% |