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 10-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 | $30,839 | $108,825-71.7% | $156,181-80.3% | $82,448-62.6% |
| Participation rate | 97.8% | 72.4%+25.5pp | 78.8%+19.0pp | 68.1%+29.8pp |
| Annual return | 22.00% | 20.59%+1.4pp | 64.87%-42.9pp | 41.64%-19.6pp |
| Employer contribution / active EE | $3,818 | $2,870+33.0% | $4,294-11.1% | $2,551+49.7% |
| Participant deferral / active EE | $8,460 | $4,577+84.8% | $6,132+38.0% | $4,139+104.4% |
| Admin fee / account holder | $5,535 | $9,341-40.7% | $14,586-62.1% | $7,234-23.5% |