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 | $36,997 | $100,970-63.4% | $96,576-61.7% | $137,256-73.0% |
| Participation rate | 70.0% | 82.6%-12.6pp | 81.4%-11.4pp | 80.0%-10.0pp |
| Annual return | 19.75% | 38.16%-18.4pp | 38.47%-18.7pp | 220.34%-200.6pp |
| Employer contribution / active EE | $0 | $3,809-100.0% | $3,553-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $10,250 | $8,286+23.7% | $7,956+28.8% | $6,407+60.0% |
| Admin fee / account holder | $1,047 | $11,312-90.7% | $11,381-90.8% | $12,270-91.5% |