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 | $35,274 | $77,523-54.5% | $100,383-64.9% | $80,874-56.4% |
| Participation rate | 87.7% | 77.0%+10.8pp | 81.5%+6.2pp | 67.6%+20.1pp |
| Annual return | 21.55% | 37.21%-15.7pp | 49.26%-27.7pp | 35.62%-14.1pp |
| Employer contribution / active EE | $0 | $2,801-100.0% | $3,944-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $11,150 | $6,822+63.4% | $8,086+37.9% | $4,297+159.5% |
| Admin fee / account holder | $3,999 | $5,899-32.2% | $7,900-49.4% | $6,935-42.3% |