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 | $19,587 | $209,336-90.6% | $197,124-90.1% | $137,256-85.7% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 53.04% | 48.09%+5.0pp | 44.34%+8.7pp | 220.34%-167.3pp |
| Employer contribution / active EE | $3,018 | $6,591-54.2% | $6,227-51.5% | $4,156-27.4% |
| Participant deferral / active EE | $5,879 | $9,614-38.9% | $9,135-35.6% | $6,407-8.2% |
| Admin fee / account holder | $7,175 | $17,308-58.5% | $16,298-56.0% | $12,270-41.5% |