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 5-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 | $32,765 | $209,336-84.3% | $197,124-83.4% | $137,256-76.1% |
| Participation rate | 83.3% | 87.3%-4.0pp | 86.7%-3.4pp | 80.0%+3.4pp |
| Annual return | 17.82% | 48.09%-30.3pp | 44.34%-26.5pp | 220.34%-202.5pp |
| Employer contribution / active EE | $1,168 | $6,591-82.3% | $6,227-81.3% | $4,156-71.9% |
| Participant deferral / active EE | $6,345 | $9,614-34.0% | $9,135-30.5% | $6,407-1.0% |
| Admin fee / account holder | $1,990 | $17,308-88.5% | $16,298-87.8% | $12,270-83.8% |