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 | $31,963 | $95,453-66.5% | $112,040-71.5% | $82,448-61.2% |
| Participation rate | 73.9% | 72.8%+1.2pp | 76.5%-2.6pp | 68.1%+5.8pp |
| Annual return | 23.61% | 23.92%-0.3pp | 24.52%-0.9pp | 41.64%-18.0pp |
| Employer contribution / active EE | $1,066 | $2,318-54.0% | $2,954-63.9% | $2,551-58.2% |
| Participant deferral / active EE | $3,143 | $4,224-25.6% | $5,098-38.3% | $4,139-24.1% |
| Admin fee / account holder | $1,200 | $9,013-86.7% | $12,098-90.1% | $7,234-83.4% |