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 | $15,498 | $86,922-82.2% | $102,438-84.9% | $80,874-80.8% |
| Participation rate | 92.9% | 72.4%+20.5pp | 76.5%+16.4pp | 67.6%+25.2pp |
| Annual return | 12.93% | 18.90%-6.0pp | 29.37%-16.4pp | 35.62%-22.7pp |
| Employer contribution / active EE | $1,736 | $2,369-26.7% | $3,024-42.6% | $2,756-37.0% |
| Participant deferral / active EE | $4,225 | $4,119+2.6% | $5,054-16.4% | $4,297-1.7% |
| Admin fee / account holder | $1,440 | $8,050-82.1% | $9,448-84.8% | $6,935-79.2% |