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 | $3,786 | $45,312-91.6% | $86,233-95.6% | $67,986-94.4% |
| Participation rate | 73.5% | 42.4%+31.0pp | 69.0%+4.4pp | 57.2%+16.2pp |
| Annual return | 1226.84% | 24.79%+1202.0pp | 61.39%+1165.5pp | 31.67%+1195.2pp |
| Employer contribution / active EE | $607 | $1,160-47.7% | $2,504-75.8% | $2,019-69.9% |
| Participant deferral / active EE | $1,166 | $2,185-46.6% | $4,559-74.4% | $3,358-65.3% |
| Admin fee / account holder | $8,611 | $3,295+161.4% | $8,342+3.2% | $3,203+168.8% |