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 3-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 | $20,206 | $106,749-81.1% | $145,433-86.1% | $82,448-75.5% |
| Participation rate | 91.8% | 75.6%+16.2pp | 82.1%+9.7pp | 68.1%+23.7pp |
| Annual return | 19.60% | 27.59%-8.0pp | 66.58%-47.0pp | 41.64%-22.0pp |
| Employer contribution / active EE | $2,552 | $3,444-25.9% | $4,554-44.0% | $2,5510% |
| Participant deferral / active EE | $4,823 | $6,519-26.0% | $7,897-38.9% | $4,139+16.5% |
| Admin fee / account holder | $2,194 | $8,390-73.9% | $13,129-83.3% | $7,234-69.7% |