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 6-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 | $10,124 | $88,672-88.6% | $105,223-90.4% | $82,448-87.7% |
| Participation rate | 85.0% | 67.9%+17.1pp | 75.0%+10.0pp | 68.1%+16.9pp |
| Annual return | 51.13% | 30.86%+20.3pp | 180.65%-129.5pp | 41.64%+9.5pp |
| Employer contribution / active EE | $0 | $3,048-100.0% | $3,689-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,146 | $4,036-46.8% | $5,072-57.7% | $4,139-48.2% |
| Admin fee / account holder | $427 | $7,146-94.0% | $8,859-95.2% | $7,234-94.1% |