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 | $9,122 | $87,037-89.5% | $106,201-91.4% | $80,874-88.7% |
| Participation rate | 93.2% | 70.4%+22.7pp | 75.3%+17.9pp | 67.6%+25.5pp |
| Annual return | 18.08% | 17.05%+1.0pp | 116.26%-98.2pp | 35.62%-17.5pp |
| Employer contribution / active EE | $1,787 | $2,396-25.4% | $3,170-43.6% | $2,756-35.2% |
| Participant deferral / active EE | $4,252 | $3,986+6.7% | $5,012-15.2% | $4,297-1.1% |
| Admin fee / account holder | $347 | $8,434-95.9% | $11,039-96.9% | $6,935-95.0% |