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 4-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 | $19,806 | $108,825-81.8% | $156,181-87.3% | $82,448-76.0% |
| Participation rate | 100.0% | 72.4%+27.6pp | 78.8%+21.2pp | 68.1%+31.9pp |
| Annual return | 21.43% | 20.59%+0.8pp | 64.87%-43.4pp | 41.64%-20.2pp |
| Employer contribution / active EE | $2,329 | $2,870-18.8% | $4,294-45.8% | $2,551-8.7% |
| Participant deferral / active EE | $3,510 | $4,577-23.3% | $6,132-42.8% | $4,139-15.2% |
| Admin fee / account holder | $1,015 | $9,341-89.1% | $14,586-93.0% | $7,234-86.0% |