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 3-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 | $29,288 | $106,749-72.6% | $145,433-79.9% | $82,448-64.5% |
| Participation rate | 92.2% | 75.6%+16.5pp | 82.1%+10.0pp | 68.1%+24.1pp |
| Annual return | 24.04% | 27.59%-3.5pp | 66.58%-42.5pp | 41.64%-17.6pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $6,546 | $6,519+0.4% | $7,897-17.1% | $4,139+58.1% |
| Admin fee / account holder | $633 | $8,390-92.5% | $13,129-95.2% | $7,234-91.3% |