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 7-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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $20,701 | $95,453-78.3% | $112,040-81.5% | $82,448-74.9% |
| Participation rate | 96.3% | 72.8%+23.5pp | 76.5%+19.8pp | 68.1%+28.2pp |
| Annual return | 16.09% | 23.92%-7.8pp | 24.52%-8.4pp | 41.64%-25.5pp |
| Employer contribution / active EE | $2,702 | $2,318+16.6% | $2,954-8.5% | $2,551+5.9% |
| Participant deferral / active EE | $5,218 | $4,224+23.5% | $5,098+2.4% | $4,139+26.0% |
| Admin fee / account holder | $1,951 | $9,013-78.4% | $12,098-83.9% | $7,234-73.0% |