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.
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 | $137,182 | $178,174-23.0% | $156,181-12.2% | $137,256-0.1% |
| Participation rate | 90.9% | 82.0%+8.9pp | 78.8%+12.1pp | 80.0%+10.9pp |
| Annual return | 13.57% | 84.19%-70.6pp | 64.87%-51.3pp | 220.34%-206.8pp |
| Employer contribution / active EE | $803 | $4,972-83.8% | $4,294-81.3% | $4,156-80.7% |
| Participant deferral / active EE | $1,617 | $6,888-76.5% | $6,132-73.6% | $6,407-74.8% |
| Admin fee / account holder | $10,414 | $17,404-40.2% | $14,586-28.6% | $12,270-15.1% |