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.
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 | $45,524 | $102,382-55.5% | $147,005-69.0% | $80,874-43.7% |
| Participation rate | 82.1% | 75.8%+6.3pp | 82.2%0pp | 67.6%+14.5pp |
| Annual return | 14.06% | 134.89%-120.8pp | 418.76%-404.7pp | 35.62%-21.6pp |
| Employer contribution / active EE | $654 | $3,715-82.4% | $4,934-86.7% | $2,756-76.3% |
| Participant deferral / active EE | $2,242 | $6,646-66.3% | $8,070-72.2% | $4,297-47.8% |
| Admin fee / account holder | $9,725 | $7,942+22.4% | $13,006-25.2% | $6,935+40.2% |