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 | $251,666 | $166,020+51.6% | $164,866+52.6% | $145,959+72.4% |
| Participation rate | 76.2% | 82.0%-5.8pp | 78.6%-2.4pp | 80.3%-4.1pp |
| Annual return | 12.28% | 100.08%-87.8pp | 69.97%-57.7pp | 561.95%-549.7pp |
| Employer contribution / active EE | $891 | $5,275-83.1% | $4,343-79.5% | $4,661-80.9% |
| Participant deferral / active EE | $8,230 | $6,961+18.2% | $6,033+36.4% | $6,689+23.0% |
| Admin fee / account holder | $35,777 | $16,644+115.0% | $12,689+181.9% | $13,398+167.0% |