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 4-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 | $16,035 | $154,228-89.6% | $145,433-89.0% | $137,256-88.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 16.02% | 74.59%-58.6pp | 66.58%-50.6pp | 220.34%-204.3pp |
| Employer contribution / active EE | $948 | $4,804-80.3% | $4,554-79.2% | $4,156-77.2% |
| Participant deferral / active EE | $1,390 | $8,216-83.1% | $7,897-82.4% | $6,407-78.3% |
| Admin fee / account holder | $929 | $14,344-93.5% | $13,129-92.9% | $12,270-92.4% |