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 5-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 | $16,129 | $102,382-84.2% | $147,005-89.0% | $80,874-80.1% |
| Participation rate | 71.4% | 75.8%-4.4pp | 82.2%-10.7pp | 67.6%+3.8pp |
| Annual return | 19.36% | 134.89%-115.5pp | 418.76%-399.4pp | 35.62%-16.3pp |
| Employer contribution / active EE | $2,256 | $3,715-39.3% | $4,934-54.3% | $2,756-18.1% |
| Participant deferral / active EE | $4,635 | $6,646-30.3% | $8,070-42.6% | $4,297+7.9% |
| Admin fee / account holder | $783 | $7,942-90.1% | $13,006-94.0% | $6,935-88.7% |