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 | $18,913 | $92,798-79.6% | $96,707-80.4% | $137,256-86.2% |
| Participation rate | 94.7% | 81.6%+13.1pp | 80.4%+14.4pp | 80.0%+14.8pp |
| Annual return | 15.65% | 31.24%-15.6pp | 34.78%-19.1pp | 220.34%-204.7pp |
| Employer contribution / active EE | $2,140 | $4,147-48.4% | $4,191-48.9% | $4,156-48.5% |
| Participant deferral / active EE | $1,325 | $5,877-77.4% | $5,997-77.9% | $6,407-79.3% |
| Admin fee / account holder | $1,284 | $7,946-83.8% | $7,503-82.9% | $12,270-89.5% |