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).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,417 | $51,638+9.3% | $68,368-17.5% | $82,448-31.6% |
| Participation rate | 75.7% | 63.6%+12.1pp | 73.8%+1.9pp | 68.1%+7.6pp |
| Annual return | 14.19% | 37.53%-23.3pp | 292.57%-278.4pp | 41.64%-27.5pp |
| Employer contribution / active EE | -$1 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,824 | $2,914-3.1% | $4,123-31.5% | $4,139-31.8% |
| Admin fee / account holder | $2,094 | $4,643-54.9% | $5,150-59.3% | $7,234-71.1% |