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 | $28,173 | $94,031-70.0% | $115,768-75.7% | $82,448-65.8% |
| Participation rate | 92.3% | 70.4%+21.9pp | 74.4%+17.9pp | 68.1%+24.2pp |
| Annual return | 12.48% | 20.61%-8.1pp | 100.46%-88.0pp | 41.64%-29.2pp |
| Employer contribution / active EE | $584 | $2,323-74.9% | $2,940-80.1% | $2,551-77.1% |
| Participant deferral / active EE | $2,361 | $3,972-40.6% | $4,917-52.0% | $4,139-43.0% |
| Admin fee / account holder | $5,967 | $10,249-41.8% | $12,439-52.0% | $7,234-17.5% |