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 | $38,941 | $146,267-73.4% | $197,124-80.2% | $82,448-52.8% |
| Participation rate | 93.5% | 84.0%+9.5pp | 86.7%+6.8pp | 68.1%+25.5pp |
| Annual return | 17.42% | 29.61%-12.2pp | 44.34%-26.9pp | 41.64%-24.2pp |
| Employer contribution / active EE | $2,430 | $4,723-48.6% | $6,227-61.0% | $2,551-4.7% |
| Participant deferral / active EE | $6,068 | $7,035-13.7% | $9,135-33.6% | $4,139+46.6% |
| Admin fee / account holder | $3,826 | $14,422-73.5% | $16,298-76.5% | $7,234-47.1% |