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 | $13,138 | $183,592-92.8% | $155,567-91.6% | $145,959-91.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.37% | 61.24%-50.9pp | 64.74%-54.4pp | 561.95%-551.6pp |
| Employer contribution / active EE | $2,037 | $5,315-61.7% | $4,674-56.4% | $4,661-56.3% |
| Participant deferral / active EE | $3,055 | $6,464-52.7% | $5,628-45.7% | $6,689-54.3% |
| Admin fee / account holder | $308 | $19,318-98.4% | $15,916-98.1% | $13,398-97.7% |