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 6-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 | $35,024 | $51,638-32.2% | $68,368-48.8% | $82,448-57.5% |
| Participation rate | 93.8% | 63.6%+30.1pp | 73.8%+20.0pp | 68.1%+25.7pp |
| Annual return | 18.77% | 37.53%-18.8pp | 292.57%-273.8pp | 41.64%-22.9pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $5,896 | $2,914+102.4% | $4,123+43.0% | $4,139+42.4% |
| Admin fee / account holder | $1,401 | $4,643-69.8% | $5,150-72.8% | $7,234-80.6% |