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 3-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.
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 | $25,570 | $106,749-76.0% | $145,433-82.4% | $82,448-69.0% |
| Participation rate | 92.3% | 75.6%+16.7pp | 82.1%+10.2pp | 68.1%+24.2pp |
| Annual return | 14.51% | 27.59%-13.1pp | 66.58%-52.1pp | 41.64%-27.1pp |
| Employer contribution / active EE | $419 | $3,444-87.8% | $4,554-90.8% | $2,551-83.6% |
| Participant deferral / active EE | $2,324 | $6,519-64.4% | $7,897-70.6% | $4,139-43.9% |
| Admin fee / account holder | $4,214 | $8,390-49.8% | $13,129-67.9% | $7,234-41.8% |