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 | $20,293 | $81,233-75.0% | $155,567-87.0% | $80,874-74.9% |
| Participation rate | 88.6% | 66.2%+22.3pp | 78.2%+10.4pp | 67.6%+20.9pp |
| Annual return | 8.48% | 33.33%-24.9pp | 64.74%-56.3pp | 35.62%-27.1pp |
| Employer contribution / active EE | $312 | $3,101-90.0% | $4,674-93.3% | $2,756-88.7% |
| Participant deferral / active EE | $2,699 | $3,452-21.8% | $5,628-52.0% | $4,297-37.2% |
| Admin fee / account holder | $3,952 | $7,998-50.6% | $15,916-75.2% | $6,935-43.0% |