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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,657 | $88,360-78.9% | $145,433-87.2% | $67,986-72.6% |
| Participation rate | 91.9% | 65.5%+26.4pp | 82.1%+9.8pp | 57.2%+34.7pp |
| Annual return | 14.62% | 63.15%-48.5pp | 66.58%-52.0pp | 31.67%-17.0pp |
| Employer contribution / active EE | $332 | $3,054-89.1% | $4,554-92.7% | $2,019-83.5% |
| Participant deferral / active EE | $1,581 | $5,932-73.3% | $7,897-80.0% | $3,358-52.9% |
| Admin fee / account holder | $2,323 | $3,313-29.9% | $13,129-82.3% | $3,203-27.5% |