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 | $94,642 | $106,749-11.3% | $145,433-34.9% | $82,448+14.8% |
| Participation rate | 77.8% | 75.6%+2.1pp | 82.1%-4.3pp | 68.1%+9.7pp |
| Annual return | 13.61% | 27.59%-14.0pp | 66.58%-53.0pp | 41.64%-28.0pp |
| Employer contribution / active EE | $541 | $3,444-84.3% | $4,554-88.1% | $2,551-78.8% |
| Participant deferral / active EE | $5,411 | $6,519-17.0% | $7,897-31.5% | $4,139+30.7% |
| Admin fee / account holder | $4,483 | $8,390-46.6% | $13,129-65.9% | $7,234-38.0% |