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 | $183,207 | $99,633+83.9% | $183,328-0.1% | $82,448+122.2% |
| Participation rate | 85.2% | 70.8%+14.4pp | 77.3%+7.9pp | 68.1%+17.1pp |
| Annual return | 13.49% | 17.84%-4.4pp | 29.67%-16.2pp | 41.64%-28.2pp |
| Employer contribution / active EE | $11,111 | $3,256+241.2% | $5,055+119.8% | $2,551+335.6% |
| Participant deferral / active EE | $0 | $4,938-100.0% | $6,795-100.0% | $4,139-100.0% |
| Admin fee / account holder | $5,603 | $9,934-43.6% | $21,427-73.9% | $7,234-22.6% |