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 | $116,162 | $101,618+14.3% | $93,063+24.8% | $137,256-15.4% |
| Participation rate | 80.0% | 74.9%+5.1pp | 72.1%+7.9pp | 80.0%0pp |
| Annual return | 11.14% | 223.95%-212.8pp | 34.15%-23.0pp | 220.34%-209.2pp |
| Employer contribution / active EE | $55 | $2,707-98.0% | $2,476-97.8% | $4,156-98.7% |
| Participant deferral / active EE | $1,011 | $4,279-76.4% | $3,958-74.5% | $6,407-84.2% |
| Admin fee / account holder | $1,255 | $6,198-79.8% | $6,033-79.2% | $12,270-89.8% |