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 | $7,858 | $77,164-89.8% | $178,014-95.6% | $80,874-90.3% |
| Participation rate | 91.4% | 65.7%+25.7pp | 77.1%+14.3pp | 67.6%+23.7pp |
| Annual return | 14.06% | 18.09%-4.0pp | 294.80%-280.7pp | 35.62%-21.6pp |
| Employer contribution / active EE | $1,019 | $2,288-55.5% | $3,950-74.2% | $2,756-63.0% |
| Participant deferral / active EE | $2,792 | $4,408-36.7% | $6,276-55.5% | $4,297-35.0% |
| Admin fee / account holder | $1,548 | $7,164-78.4% | $10,362-85.1% | $6,935-77.7% |