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.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $265,305 | $101,618+161.1% | $93,063+185.1% | $137,256+93.3% |
| Participation rate | 70.0% | 74.9%-4.9pp | 72.1%-2.1pp | 80.0%-10.0pp |
| Annual return | 13.24% | 223.95%-210.7pp | 34.15%-20.9pp | 220.34%-207.1pp |
| Employer contribution / active EE | $159 | $2,707-94.1% | $2,476-93.6% | $4,156-96.2% |
| Participant deferral / active EE | $7,065 | $4,279+65.1% | $3,958+78.5% | $6,407+10.3% |
| Admin fee / account holder | $1,303 | $6,198-79.0% | $6,033-78.4% | $12,270-89.4% |