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 | $99,946 | $167,323-40.3% | $143,770-30.5% | $134,493-25.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -18.97% | 0.47%-19.4pp | -0.04%-18.9pp | 418.01%-437.0pp |
| Employer contribution / active EE | $698 | $5,619-87.6% | $4,951-85.9% | $4,740-85.3% |
| Participant deferral / active EE | $2,642 | $6,446-59.0% | $5,638-53.1% | $6,400-58.7% |
| Admin fee / account holder | $2,560 | $18,088-85.8% | $14,673-82.6% | $11,425-77.6% |