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 | $18,801 | $83,369-77.4% | $105,223-82.1% | $67,986-72.3% |
| Participation rate | 97.0% | 56.3%+40.7pp | 75.0%+22.0pp | 57.2%+39.8pp |
| Annual return | 22.18% | 24.64%-2.5pp | 180.65%-158.5pp | 31.67%-9.5pp |
| Employer contribution / active EE | $3,061 | $2,541+20.5% | $3,689-17.0% | $2,019+51.6% |
| Participant deferral / active EE | $3,751 | $3,295+13.8% | $5,072-26.0% | $3,358+11.7% |
| Admin fee / account holder | $1,810 | $4,073-55.6% | $8,859-79.6% | $3,203-43.5% |