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 5-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 | $47,176 | $52,353-9.9% | $120,225-60.8% | $82,448-42.8% |
| Participation rate | 96.9% | 58.3%+38.6pp | 69.6%+27.3pp | 68.1%+28.8pp |
| Annual return | 35.62% | 61.85%-26.2pp | 439.23%-403.6pp | 41.64%-6.0pp |
| Employer contribution / active EE | $0 | $1,510-100.0% | $3,475-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $9,938 | $2,627+278.3% | $3,999+148.5% | $4,139+140.1% |
| Admin fee / account holder | $3,078 | $4,363-29.4% | $5,696-46.0% | $7,234-57.5% |