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.
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 | $92,982 | $126,519-26.5% | $106,201-12.4% | $145,959-36.3% |
| Participation rate | 75.0% | 77.7%-2.7pp | 75.3%-0.3pp | 80.3%-5.3pp |
| Annual return | 13.74% | 225.10%-211.4pp | 116.26%-102.5pp | 561.95%-548.2pp |
| Employer contribution / active EE | $58 | $3,726-98.4% | $3,170-98.2% | $4,661-98.8% |
| Participant deferral / active EE | $1,504 | $5,716-73.7% | $5,012-70.0% | $6,689-77.5% |
| Admin fee / account holder | $400 | $17,312-97.7% | $11,039-96.4% | $13,398-97.0% |