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 10-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 | $113,383 | $85,004+33.4% | $76,284+48.6% | $145,959-22.3% |
| Participation rate | 100.0% | 82.9%+17.1pp | 79.2%+20.8pp | 80.3%+19.7pp |
| Annual return | 11.72% | 13.11%-1.4pp | 13.77%-2.1pp | 561.95%-550.2pp |
| Employer contribution / active EE | $1,001 | $5,265-81.0% | $4,585-78.2% | $4,661-78.5% |
| Participant deferral / active EE | $2,051 | $6,390-67.9% | $5,478-62.6% | $6,689-69.3% |
| Admin fee / account holder | $2,604 | $5,760-54.8% | $5,131-49.3% | $13,398-80.6% |