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.
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.)
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 | $14,974 | $76,407-80.4% | $150,298-90.0% | $82,448-81.8% |
| Participation rate | 100.0% | 66.4%+33.6pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 9.29% | 39.99%-30.7pp | 62.79%-53.5pp | 41.64%-32.3pp |
| Employer contribution / active EE | $1,242 | $2,614-52.5% | $4,154-70.1% | $2,551-51.3% |
| Participant deferral / active EE | $801 | $3,214-75.1% | $5,453-85.3% | $4,139-80.7% |
| Admin fee / account holder | $3,104 | $6,352-51.1% | $14,116-78.0% | $7,234-57.1% |