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 | $20,922 | $106,749-80.4% | $145,433-85.6% | $82,448-74.6% |
| Participation rate | 88.0% | 75.6%+12.4pp | 82.1%+5.9pp | 68.1%+19.9pp |
| Annual return | 23.11% | 27.59%-4.5pp | 66.58%-43.5pp | 41.64%-18.5pp |
| Employer contribution / active EE | $4,088 | $3,444+18.7% | $4,554-10.3% | $2,551+60.2% |
| Participant deferral / active EE | $7,265 | $6,519+11.4% | $7,897-8.0% | $4,139+75.5% |
| Admin fee / account holder | $781 | $8,390-90.7% | $13,129-94.0% | $7,234-89.2% |