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 8-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 | $20,532 | $101,763-79.8% | $164,866-87.5% | $80,874-74.6% |
| Participation rate | 74.6% | 71.8%+2.8pp | 78.6%-4.0pp | 67.6%+7.0pp |
| Annual return | 18.43% | 16.73%+1.7pp | 69.97%-51.5pp | 35.62%-17.2pp |
| Employer contribution / active EE | $3,768 | $2,954+27.5% | $4,343-13.2% | $2,756+36.7% |
| Participant deferral / active EE | $5,538 | $4,477+23.7% | $6,033-8.2% | $4,297+28.9% |
| Admin fee / account holder | $2,816 | $8,228-65.8% | $12,689-77.8% | $6,935-59.4% |