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.
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 | $81,217 | $154,228-47.3% | $145,433-44.2% | $137,256-40.8% |
| Participation rate | 82.4% | 83.8%-1.4pp | 82.1%+0.2pp | 80.0%+2.4pp |
| Annual return | 16.36% | 74.59%-58.2pp | 66.58%-50.2pp | 220.34%-204.0pp |
| Employer contribution / active EE | $1,398 | $4,804-70.9% | $4,554-69.3% | $4,156-66.4% |
| Participant deferral / active EE | $1,032 | $8,216-87.4% | $7,897-86.9% | $6,407-83.9% |
| Admin fee / account holder | $2,347 | $14,344-83.6% | $13,129-82.1% | $12,270-80.9% |