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 | $39,118 | $108,825-64.1% | $156,181-75.0% | $82,448-52.6% |
| Participation rate | 84.8% | 72.4%+12.4pp | 78.8%+6.0pp | 68.1%+16.7pp |
| Annual return | 30.31% | 20.59%+9.7pp | 64.87%-34.6pp | 41.64%-11.3pp |
| Employer contribution / active EE | $0 | $2,870-100.0% | $4,294-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $7,325 | $4,577+60.0% | $6,132+19.4% | $4,139+77.0% |
| Admin fee / account holder | $493 | $9,341-94.7% | $14,586-96.6% | $7,234-93.2% |