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 | $13,941 | $178,174-92.2% | $156,181-91.1% | $137,256-89.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 36.50% | 84.19%-47.7pp | 64.87%-28.4pp | 220.34%-183.8pp |
| Employer contribution / active EE | $1,954 | $4,972-60.7% | $4,294-54.5% | $4,156-53.0% |
| Participant deferral / active EE | $5,726 | $6,888-16.9% | $6,132-6.6% | $6,407-10.6% |
| Admin fee / account holder | $416 | $17,404-97.6% | $14,586-97.1% | $12,270-96.6% |