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 | $30,629 | $172,111-82.2% | $150,298-79.6% | $137,256-77.7% |
| Participation rate | 71.4% | 81.7%-10.3pp | 77.8%-6.3pp | 80.0%-8.5pp |
| Annual return | 13.41% | 69.37%-56.0pp | 62.79%-49.4pp | 220.34%-206.9pp |
| Employer contribution / active EE | $652 | $4,636-85.9% | $4,154-84.3% | $4,156-84.3% |
| Participant deferral / active EE | $3,186 | $6,166-48.3% | $5,453-41.6% | $6,407-50.3% |
| Admin fee / account holder | $459 | $16,471-97.2% | $14,116-96.8% | $12,270-96.3% |