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 9-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 | $21,699 | $88,672-75.5% | $105,223-79.4% | $82,448-73.7% |
| Participation rate | 82.5% | 67.9%+14.5pp | 75.0%+7.4pp | 68.1%+14.4pp |
| Annual return | 13.63% | 30.86%-17.2pp | 180.65%-167.0pp | 41.64%-28.0pp |
| Employer contribution / active EE | $1,833 | $3,048-39.8% | $3,689-50.3% | $2,551-28.1% |
| Participant deferral / active EE | $3,441 | $4,036-14.8% | $5,072-32.2% | $4,139-16.9% |
| Admin fee / account holder | $4,200 | $7,146-41.2% | $8,859-52.6% | $7,234-41.9% |