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.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $342,737 | $172,111+99.1% | $150,298+128.0% | $137,256+149.7% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 10.59% | 69.37%-58.8pp | 62.79%-52.2pp | 220.34%-209.8pp |
| Employer contribution / active EE | $406 | $4,636-91.2% | $4,154-90.2% | $4,156-90.2% |
| Participant deferral / active EE | $1,562 | $6,166-74.7% | $5,453-71.4% | $6,407-75.6% |
| Admin fee / account holder | $19,030 | $16,471+15.5% | $14,116+34.8% | $12,270+55.1% |