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 6-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 | $12,207 | $108,825-88.8% | $156,181-92.2% | $82,448-85.2% |
| Participation rate | 88.3% | 72.4%+16.0pp | 78.8%+9.5pp | 68.1%+20.3pp |
| Annual return | 20.40% | 20.59%-0.2pp | 64.87%-44.5pp | 41.64%-21.2pp |
| Employer contribution / active EE | $4,598 | $2,870+60.2% | $4,294+7.1% | $2,551+80.3% |
| Participant deferral / active EE | $4,949 | $4,577+8.1% | $6,132-19.3% | $4,139+19.6% |
| Admin fee / account holder | $2,572 | $9,341-72.5% | $14,586-82.4% | $7,234-64.5% |