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.
Participant 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 | $38,767 | $95,453-59.4% | $112,040-65.4% | $82,448-53.0% |
| Participation rate | 83.7% | 72.8%+10.9pp | 76.5%+7.2pp | 68.1%+15.6pp |
| Annual return | 15.66% | 23.92%-8.3pp | 24.52%-8.9pp | 41.64%-26.0pp |
| Employer contribution / active EE | $1,160 | $2,318-49.9% | $2,954-60.7% | $2,551-54.5% |
| Participant deferral / active EE | $1,849 | $4,224-56.2% | $5,098-63.7% | $4,139-55.3% |
| Admin fee / account holder | $2,605 | $9,013-71.1% | $12,098-78.5% | $7,234-64.0% |