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 7-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 | $39,133 | $102,382-61.8% | $147,005-73.4% | $80,874-51.6% |
| Participation rate | 97.1% | 75.8%+21.3pp | 82.2%+15.0pp | 67.6%+29.5pp |
| Annual return | 13.30% | 134.89%-121.6pp | 418.76%-405.5pp | 35.62%-22.3pp |
| Employer contribution / active EE | $1,640 | $3,715-55.8% | $4,934-66.8% | $2,756-40.5% |
| Participant deferral / active EE | $2,470 | $6,646-62.8% | $8,070-69.4% | $4,297-42.5% |
| Admin fee / account holder | $953 | $7,942-88.0% | $13,006-92.7% | $6,935-86.3% |