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 | $29,562 | $73,787-59.9% | $98,716-70.1% | $82,448-64.1% |
| Participation rate | 93.4% | 61.4%+32.0pp | 69.3%+24.1pp | 68.1%+25.4pp |
| Annual return | 13.28% | 18.57%-5.3pp | 31.81%-18.5pp | 41.64%-28.4pp |
| Employer contribution / active EE | $3,053 | $1,511+102.0% | $2,279+34.0% | $2,551+19.7% |
| Participant deferral / active EE | $0 | $3,081-100.0% | $4,048-100.0% | $4,139-100.0% |
| Admin fee / account holder | $1,161 | $6,500-82.1% | $8,703-86.7% | $7,234-84.0% |