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 7-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 | $10,917 | $81,446-86.6% | $103,374-89.4% | $80,874-86.5% |
| Participation rate | 80.3% | 66.9%+13.5pp | 74.5%+5.8pp | 67.6%+12.7pp |
| Annual return | 13.67% | 25.57%-11.9pp | 24.89%-11.2pp | 35.62%-21.9pp |
| Employer contribution / active EE | $1,244 | $3,107-60.0% | $3,869-67.9% | $2,756-54.9% |
| Participant deferral / active EE | $2,184 | $3,870-43.6% | $5,058-56.8% | $4,297-49.2% |
| Admin fee / account holder | $349 | $6,715-94.8% | $8,394-95.8% | $6,935-95.0% |