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 | $116,422 | $88,672+31.3% | $105,223+10.6% | $82,448+41.2% |
| Participation rate | 82.1% | 67.9%+14.2pp | 75.0%+7.1pp | 68.1%+14.1pp |
| Annual return | 14.86% | 30.86%-16.0pp | 180.65%-165.8pp | 41.64%-26.8pp |
| Employer contribution / active EE | $13,136 | $3,048+331.0% | $3,689+256.1% | $2,551+414.9% |
| Participant deferral / active EE | $0 | $4,036-100.0% | $5,072-100.0% | $4,139-100.0% |
| Admin fee / account holder | $10,824 | $7,146+51.5% | $8,859+22.2% | $7,234+49.6% |